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 Alpers
Feed of 09/15/2026
Also filed as Jessica Alpers
At current firm
0 y
since Jul 1, 2026
In the industry
11 y
since Sep 1, 2015 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Wealth Enhancement Advisory Services, LLC BD affiliated currentsince Jul 1, 2026 · Plymouth, Mn
- Wealthshield Partners, LLC independent RIADec 15, 2022 to Jul 1, 2026 · Cary, Nc
- Atlantic Private Wealth, LLC independent RIAMay 21, 2021 to Oct 27, 2022 · Chapel Hill, Nc
- United Capital Financial Advisors independent RIAOct 1, 2020 to May 11, 2021 · Chapel Hill, Nc
Moves
a registration end followed by a registration begin elsewhere
- Wealthshield Partners, LLC to Wealth Enhancement Advisory Services, LLCleft Jul 1, 2026, registered Jul 1, 2026 (0 days) · RIA to affiliated broker-dealer or bank · moved with a team
- Atlantic Private Wealth, LLC to Wealthshield Partners, LLCleft Oct 27, 2022, registered Dec 15, 2022 (49 days) · RIA to RIA
- United Capital Financial Advisors to Atlantic Private Wealth, LLCleft May 11, 2021, registered May 21, 2021 (10 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
Signals
- Jessica Alpers left Wealthshield Partners, Llc for Wealth Enhancement Advisory Services, Llc (registered 2026-07-01)Jul 1, 2026 · Advisor changed firm · fact
- Jessica Alpers left Atlantic Private Wealth, Llc for Wealthshield Partners, Llc (registered 2022-12-15)Oct 27, 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address