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

Jeremy Lane Vaught

Martinsen Wealth Managementindependent RIATempe, AzIA-onlyIAPD 6618086

Certified Financial Planner

Feed of 09/14/2026

Also filed as Jeremy Lane Vaught

At current firm

2 y

since Aug 23, 2024

In the industry

10 y

since Mar 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Chief Compliance Officer, Director of Investments, Investment Advisor Representativereportedmartinsenwealth.comfirm site, Sep 16, 2026
Designations: CFP, RICP, MBAreportedmartinsenwealth.comas printed on the bio page, Sep 16, 2026
Professional profile: martinsenwealth.com/staff-member/jeremy-vaught-cfp-mba-2reportedmartinsenwealth.comfirm site, Sep 16, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Martinsen Wealth Management independent RIA current
since Aug 23, 2024 · Tempe, Az
First Advisors National, LLC independent RIA
Mar 6, 2024 to Oct 1, 2024 · Apache Junction, Az
Pruco Securities, LLC no RAUM
Nov 15, 2022 to Feb 2, 2024 · Phoenix, Az
Ameriprise Financial Services, LLC national BD
Aug 25, 2016 to Nov 10, 2022 · Mesa, Az

Moves

a registration end followed by a registration begin elsewhere

First Advisors National, LLC to Martinsen Wealth Management
left Oct 1, 2024, registered Aug 23, 2024 (-39 days) · RIA to a newly registered adviser
Pruco Securities, LLC to First Advisors National, LLC
left Feb 2, 2024, registered Mar 6, 2024 (33 days) · Affiliated broker-dealer or bank to independent RIA
Ameriprise Financial Services, LLC to Pruco Securities, LLC
left Nov 10, 2022, registered Nov 15, 2022 (5 days) · Affiliated broker-dealer or bank to another

Signals

Jeremy Lane Vaught left First Advisors National, Llc for Martinsen Wealth Management (registered 2024-08-23)
Oct 1, 2024 · Advisor changed firm · fact
Jeremy Lane Vaught left Pruco Securities, Llc for First Advisors National, Llc (registered 2024-03-06)
Feb 2, 2024 · Advisor changed firm · fact
Jeremy Lane Vaught left Ameriprise Financial Services, Llc for Pruco Securities, Llc (registered 2022-11-15)
Nov 10, 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: Independent wealth managerderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address