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

J•••••• D•••• E•••••

W••••• A••••••• S•••••••• L••institutionalChicago, Il IA-onlyIAPD 6353140

Chartered Financial Analyst

Feed of 09/15/2026

Also filed as Jeffrey Eisman

At current firm

0 y

since Apr 15, 2026

In the industry

11 y

since Feb 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

W••••• A••••••• S•••••••• L•• institutional current
since Apr 15, 2026 · Chicago, Il
V•••••• C•••••• M••••••••• L• former
Apr 14, 2025 to Apr 15, 2026 · Chicago, Il
V••• R••••••••• A•••••••• L•• other
Jan 9, 2025 to Mar 10, 2025 · Chicago, Il
O••••••••• S••••••••• I••• BD affiliated
Oct 10, 2018 to Nov 20, 2024 · Chicago, Il
C•••••• C••••• G••••• I••• no RAUM
Jun 30, 2015 to Jul 19, 2018 · Carmel, In

Moves

a registration end followed by a registration begin elsewhere

V•••••• C•••••• M••••••••• L• to W••••• A••••••• S•••••••• L••
left Apr 15, 2026, registered Apr 15, 2026 (0 days) · Other
V••• R••••••••• A•••••••• L•• to V•••••• C•••••• M••••••••• L•
left Mar 10, 2025, registered Apr 14, 2025 (35 days) · Other
O••••••••• S••••••••• I••• to V••• R••••••••• A•••••••• L••
left Nov 20, 2024, registered Jan 9, 2025 (50 days) · Other
C•••••• C••••• G••••• I••• to O••••••••• S••••••••• I•••
left Jul 19, 2018, registered Oct 10, 2018 (83 days) · Other

Signals

J•••••• D•••• E••••• left V•••••• C•••••• M••••••••• L• for W••••• A••••••• S•••••••• L•• (registered 2026-04-15)
Apr 15, 2026 · Advisor changed firm · fact
J•••••• D•••• E••••• left V••• R••••••••• A•••••••• L•• for V•••••• C•••••• M••••••••• L• (registered 2025-04-14)
Mar 10, 2025 · Advisor changed firm · fact
J•••••• D•••• E••••• left O••••••••• S••••••••• I••• for V••• R••••••••• A•••••••• L•• (registered 2025-01-09)
Nov 20, 2024 · 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: Institutional managerderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address