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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

N•••••••• E• J••••••

M•••••• L••••• P•••••• F••••• • S•••• I•••••••••wirehouseStuart, Fl dual registrantIAPD 6061764

Feed of 09/14/2026

Also filed as Nate Edward Jarrett

At current firm

1 y

since Jun 17, 2025

In the industry

13 y

since Feb 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

Registration history

IAPD current and previous registrations

M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse current
since Jun 17, 2025 · Stuart, Fl
R•• C•••••• M••••••• L•• national BD
Aug 12, 2019 to Apr 29, 2025 · Atlanta, Ga
R•••••• J•••• • A••••••••• I••• national BD
Feb 22, 2017 to Aug 15, 2019 · Oklahoma City, Ok
U•• F•••••••• S••••••• I••• wirehouse
Nov 8, 2013 to Feb 24, 2017 · Charlotte, Nc

Moves

a registration end followed by a registration begin elsewhere

R•• C•••••• M••••••• L•• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Apr 29, 2025, registered Jun 17, 2025 (49 days) · Affiliated broker-dealer or bank to wirehouse
R•••••• J•••• • A••••••••• I••• to R•• C•••••• M••••••• L••
left Aug 15, 2019, registered Aug 12, 2019 (-3 days) · Affiliated broker-dealer or bank to another
U•• F•••••••• S••••••• I••• to R•••••• J•••• • A••••••••• I•••
left Feb 24, 2017, registered Feb 22, 2017 (-2 days) · Wirehouse to affiliated broker-dealer or bank

Signals

N•••••••• E• J•••••• left R•• C•••••• M••••••• L•• for M•••••• L••••• P•••••• F••••• • S•••• I••••••••• (registered 2025-06-17)
Apr 29, 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: Wirehousederived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address