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

Jonathan A Dold

Lakeshore Wealth Management LLCstate registeredLake Lotawana, MoIA-onlyIAPD 5746274

Feed of 09/14/2026

Also filed as Jon Augustine Dold

At current firm

2 y

since May 30, 2024

In the industry

16 y

since Feb 24, 2010 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Professional profile: linkedin.com/in/jon-dold-347bb950reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Lakeshore Wealth Management LLC state registered current
since May 30, 2024 · Lake Lotawana, Mo
Wise Wealth, LLC former
Mar 31, 2017 to Feb 4, 2025 · Lee'S Summit, Mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Feb 3, 2012 to Apr 4, 2017 · Leawood, Ks
Pruco Securities, LLC no RAUM
Jun 20, 2011 to Jan 23, 2012 · St. Louis, Mo

Moves

a registration end followed by a registration begin elsewhere

Wise Wealth, LLC to Lakeshore Wealth Management LLC
left Feb 4, 2025, registered May 30, 2024 (-250 days) · RIA to a state-registered adviser
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Wise Wealth, LLC
left Apr 4, 2017, registered Mar 31, 2017 (-4 days) · Wirehouse to independent RIA
Pruco Securities, LLC to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Jan 23, 2012, registered Feb 3, 2012 (11 days) · Other

Signals

Jonathan A Dold left Wise Wealth, Llc for Lakeshore Wealth Management Llc (registered 2024-05-30)
Feb 4, 2025 · Advisor changed firm · fact

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: STATE REGISTEREDderived
Years in industry: 16derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address