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
Jeremy T Downin
Certified Financial Planner
Feed of 09/14/2026
Also filed as J T Downin
At current firm
3 y
since Mar 27, 2023
In the industry
16 y
since Aug 6, 2010 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
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
- Stifel, Nicolaus & Company, Incorporated national BD currentsince Mar 27, 2023 · Galesburg, Il
- Edward Jones national BDFeb 9, 2018 to Mar 29, 2023 · Galesburg, Il
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJun 1, 2017 to Feb 9, 2018 · Peoria, Il
- Midwestern Securities Trading Co.,LLC independent RIAApr 13, 2013 to Nov 4, 2013 · Elmwood, Il
- LPL Financial LLC BD affiliatedSep 8, 2011 to Oct 18, 2011 · Danville, Il
- Wells Fargo Advisors wirehouseAug 6, 2010 to Jul 8, 2011 · Peoria, Il
Moves
a registration end followed by a registration begin elsewhere
- Edward Jones to Stifel, Nicolaus & Company, Incorporatedleft Mar 29, 2023, registered Mar 27, 2023 (-2 days) · Affiliated broker-dealer or bank to another
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Edward Jonesleft Feb 9, 2018, registered Feb 9, 2018 (0 days) · Wirehouse to affiliated broker-dealer or bank
- Midwestern Securities Trading Co.,LLC to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Nov 4, 2013, registered Jun 1, 2017 (1305 days) · Other
- LPL Financial LLC to Midwestern Securities Trading Co.,LLCleft Oct 18, 2011, registered Apr 13, 2013 (543 days) · Other
- Wells Fargo Advisors to LPL Financial LLCleft Jul 8, 2011, registered Sep 8, 2011 (62 days) · Other
Signals
- Jeremy T Downin left Edward Jones for Stifel, Nicolaus & Company, Incorporated (registered 2023-03-27)Mar 29, 2023 · 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