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 L Webb
Certified Financial Planner
Feed of 09/14/2026
Also filed as Jonathan L Webb
At current firm
0 y
since Apr 24, 2026
In the industry
12 y
since Jul 1, 2014 (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
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
- T. Rowe Price Advisory Services, Inc. BD affiliated currentsince Apr 24, 2026 · Owings Mills, Md
- Osaic Wealth, Inc. BD affiliatedJan 24, 2025 to Mar 30, 2026 · Hunt Valley, Md
- Osaic Fa, Inc. formerMay 4, 2021 to Jan 24, 2025 · Hunt Valley, Md
- Charles Schwab & Co., Inc. national BDJun 26, 2019 to May 5, 2021 · Hagerstown, Md
Moves
a registration end followed by a registration begin elsewhere
- Osaic Wealth, Inc. to T. Rowe Price Advisory Services, Inc.left Mar 30, 2026, registered Apr 24, 2026 (25 days) · Affiliated broker-dealer or bank to another
- Osaic Fa, Inc. to Osaic Wealth, Inc.left Jan 24, 2025, registered Jan 24, 2025 (0 days) · corporate re-registration, not a move
- Charles Schwab & Co., Inc. to Osaic Fa, Inc.left May 5, 2021, registered May 4, 2021 (-1 days) · Affiliated broker-dealer or bank to another
Signals
- Jonathan L Webb left Osaic Wealth, Inc. for T. Rowe Price Advisory Services, Inc. (registered 2026-04-24)Mar 30, 2026 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address