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Registered advisor
J••••• E•••••
Feed of 09/14/2026
Also filed as Jeremy Joseph Essary
At current firm
1 y
since Jul 29, 2025
In the industry
16 y
since Jul 1, 2010 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- S•••••• N••••••• • C••••••• I••••••••• national BD currentsince Jul 29, 2025 · St. Louis, Mo
- C•••••• S••••• • C••• I••• national BDJun 6, 2022 to Feb 8, 2025 · Omaha, Ne
- T• A••••••••• I••••••••• M••••••••• L•• formerMar 27, 2020 to Dec 31, 2020 · St Louis, Mo
- T• A••••••••• I••• formerSep 11, 2018 to Oct 14, 2022 · St. Louis, Mo
Moves
a registration end followed by a registration begin elsewhere
- C•••••• S••••• • C••• I••• to S•••••• N••••••• • C••••••• I•••••••••left Feb 8, 2025, registered Jul 29, 2025 (171 days) · Affiliated broker-dealer or bank to another
- T• A••••••••• I••• to T• A••••••••• I••••••••• M••••••••• L••left Oct 14, 2022, registered Mar 27, 2020 (-931 days) · corporate re-registration, not a move
- T• A••••••••• I••••••••• M••••••••• L•• to C•••••• S••••• • C••• I•••left Dec 31, 2020, registered Jun 6, 2022 (522 days) · channel change inside one enterprise, not a move · moved with a team
Signals
- J••••• E••••• left C•••••• S••••• • C••• I••• for S•••••• N••••••• • C••••••• I••••••••• (registered 2025-07-29)Feb 8, 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
- National broker-dealer RIAderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address