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
Jesse Robert Navarrete
Feed of 09/15/2026
At current firm
1 y
since Jul 1, 2025
In the industry
10 y
since May 1, 2016 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Zero Day Capital Enterprises LLC independent RIA currentsince Jul 1, 2025 · West Point, Ny
- Excel Wealth Management, LLC otherApr 28, 2022 to Oct 14, 2025 · Greenville, Nc
Moves
a registration end followed by a registration begin elsewhere
- Excel Wealth Management, LLC to Zero Day Capital Enterprises LLCleft Oct 14, 2025, registered Jul 1, 2025 (-105 days) · Other
Signals
- Jesse Robert Navarrete left Excel Wealth Management, Llc for Zero Day Capital Enterprises Llc (registered 2025-07-01)Oct 14, 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
- Independent wealth managerderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address