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

Jessica Kay Hoffman

Wealthcare Capital Partners, LLCindependent RIAAdel, Ia IA-onlyIAPD 6937304

Feed of 09/15/2026

Also filed as Jessica Kay Roth

At current firm

2 y

since Jul 12, 2024

In the industry

14 y

since Aug 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

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Wealthcare Capital Partners, LLC independent RIA current
since Jul 12, 2024 · Adel, Ia
Wealthcare Advisory Partners LLC BD affiliated
Mar 15, 2023 to Dec 6, 2024 · Indianola, Ia
LPL Financial LLC BD affiliated
Jun 10, 2022 to Jun 30, 2023 · West Des Moines, Ia
Edward Jones national BD
Jun 29, 2018 to Jun 13, 2022 · Clive, Ia

Moves

a registration end followed by a registration begin elsewhere

Wealthcare Advisory Partners LLC to Wealthcare Capital Partners, LLC
left Dec 6, 2024, registered Jul 12, 2024 (-147 days) · RIA to a newly registered adviser
LPL Financial LLC to Wealthcare Advisory Partners LLC
left Jun 30, 2023, registered Mar 15, 2023 (-107 days) · Affiliated broker-dealer or bank to independent RIA
Edward Jones to LPL Financial LLC
left Jun 13, 2022, registered Jun 10, 2022 (-3 days) · Affiliated broker-dealer or bank to independent RIA

Signals

Jessica Kay Hoffman left Wealthcare Advisory Partners Llc for Wealthcare Capital Partners, Llc (registered 2024-07-12)
Dec 6, 2024 · Advisor changed firm · fact
Jessica Kay Hoffman left Lpl Financial Llc for Wealthcare Advisory Partners Llc (registered 2023-03-15)
Jun 30, 2023 · Advisor changed firm · fact
Jessica Kay Hoffman left Edward Jones for Lpl Financial Llc (registered 2022-06-10)
Jun 13, 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: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address