DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jamie L. White
Feed of 09/15/2026
Also filed as Jamie Leigh Weinstein
At current firm
6 y
since Apr 20, 2020
In the industry
14 y
since May 25, 2012 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Nomura Investment Management Business Trust asset manager currentsince Apr 20, 2020 · Wayne, Pa
- Delaware Capital Management Advisers, Inc formerNov 15, 2012 to Apr 21, 2020 · Philadelphia, Pa
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMay 29, 2012 to Oct 26, 2012 · Pennington, Nj
Moves
a registration end followed by a registration begin elsewhere
- Delaware Capital Management Advisers, Inc to Nomura Investment Management Business Trustleft Apr 21, 2020, registered Apr 20, 2020 (-1 days) · corporate re-registration, not a move
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Delaware Capital Management Advisers, Incleft Oct 26, 2012, registered Nov 15, 2012 (20 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address