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.

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Registered advisor

J•••• A• D•••••

E••••• J••••national BDToledo, Ohdual registrantIAPD 6408022

Feed of 09/14/2026

Also filed as Jamie Dewese

At current firm

1 y

since Mar 21, 2025

In the industry

14 y

since May 1, 2012 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

E••••• J•••• national BD current
since Mar 21, 2025 · Toledo, Oh
H••••• B••••• S••••••••• L•• independent RIA
Apr 4, 2022 to Sep 6, 2022 · Maumee, Oh
O•••• W•••••• I••• BD affiliated
Jul 21, 2019 to Mar 3, 2022 · Bowling Green, Oh
K•• I••••••••• S••••••• L•• BD affiliated
May 24, 2017 to May 30, 2019 · Fremont, Oh

Moves

a registration end followed by a registration begin elsewhere

H••••• B••••• S••••••••• L•• to E••••• J••••
left Sep 6, 2022, registered Mar 21, 2025 (927 days) · RIA to affiliated broker-dealer or bank
O•••• W•••••• I••• to H••••• B••••• S••••••••• L••
left Mar 3, 2022, registered Apr 4, 2022 (32 days) · Affiliated broker-dealer or bank to independent RIA
K•• I••••••••• S••••••• L•• to O•••• W•••••• I•••
left May 30, 2019, registered Jul 21, 2019 (52 days) · Affiliated broker-dealer or bank to another

Signals

J•••• A• D••••• left H••••• B••••• S••••••••• L•• for E••••• J•••• (registered 2025-03-21)
Sep 6, 2022 · Advisor changed firm · fact
J•••• A• D••••• left O•••• W•••••• I••• for H••••• B••••• S••••••••• L•• (registered 2022-04-04)
Mar 3, 2022 · 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: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address