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

Jacob Ronald Montemayor

Empirical Wealth Managementindependent RIASeattle, Wa IA-onlyIAPD 5934788

Certified Financial Planner

Feed of 09/15/2026

Also filed as Jacob Ronald Montemayor

At current firm

2 y

since Jun 17, 2024

In the industry

13 y

since Jan 1, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

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

Title: Financial Advisorreportedempirical.netfirm site, Sep 15, 2026
Designations: CFP, MBAreportedempirical.netas printed on the bio page, Sep 16, 2026
Professional profile: empirical.net/team-member/jacob-montemayorreportedempirical.netfirm site, Sep 15, 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

Empirical Wealth Management independent RIA current
since Jun 17, 2024 · Fort Worth, Tx
Vanguard Advisers, Inc. BD affiliated
Feb 15, 2022 to Jul 25, 2023 · Malvern, Pa
Charles Schwab & Co., Inc. national BD
Jul 30, 2013 to Dec 23, 2021 · Dallas, Tx

Moves

a registration end followed by a registration begin elsewhere

Vanguard Advisers, Inc. to Empirical Wealth Management
left Jul 25, 2023, registered Jun 17, 2024 (328 days) · Affiliated broker-dealer or bank to independent RIA
Charles Schwab & Co., Inc. to Vanguard Advisers, Inc.
left Dec 23, 2021, registered Feb 15, 2022 (54 days) · Affiliated broker-dealer or bank to another

Signals

Jacob Ronald Montemayor left Vanguard Advisers, Inc. for Empirical Wealth Management (registered 2024-06-17)
Jul 25, 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: Independent wealth managerderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address