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
Jared Reed Weiss
Certified Financial Planner
Feed of 09/15/2026
Also filed as Jared Weiss
At current firm
2 y
since Nov 3, 2023
In the industry
10 y
since Oct 1, 2015 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Osaic Wealth, Inc. BD affiliated currentsince Nov 3, 2023 · Philadelphia, Pa
- Fsc Securities Corporation formerDec 2, 2021 to Nov 3, 2023 · Philadelphia, Pa
- Legend Advisory, LLC formerJan 25, 2019 to Oct 4, 2019 · Fort Washington, Pa
- Capital Analysts BD affiliatedApr 13, 2016 to Dec 3, 2021 · Fort Washington, Pa
- Lincoln Investment independent RIAJan 5, 2016 to Dec 3, 2021 · Jenkintown, Pa
Moves
a registration end followed by a registration begin elsewhere
- Fsc Securities Corporation to Osaic Wealth, Inc.left Nov 3, 2023, registered Nov 3, 2023 (0 days) · corporate re-registration, not a move
- Capital Analysts to Legend Advisory, LLCleft Dec 3, 2021, registered Jan 25, 2019 (-1043 days) · Affiliated broker-dealer or bank to another
- Lincoln Investment to Capital Analystsleft Dec 3, 2021, registered Apr 13, 2016 (-2060 days) · Other
- Legend Advisory, LLC to Fsc Securities Corporationleft Oct 4, 2019, registered Dec 2, 2021 (790 days) · Affiliated broker-dealer or bank to another
Signals
No dated event on this person.
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
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address