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 Jimerson
Feed of 09/14/2026
Also filed as Jesse Jimerson
At current firm
1 y
since Jan 15, 2025
In the industry
12 y
since Sep 1, 2014 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Advisory Services Network independent RIA currentsince Jan 15, 2025 · Portland, Or
- J.P. Morgan Securities LLC wirehouseNov 27, 2023 to Jan 12, 2025 · Los Angeles, Ca
- J.P. Morgan Private Wealth Advisors LLC formerJul 13, 2022 to Feb 10, 2025 · Portland, Or
- Mercer Global Advisors Inc. independent RIAJun 9, 2021 to Apr 5, 2022 · Portland, Or
- Stifel, Nicolaus & Company, Incorporated national BDJan 21, 2021 to May 11, 2021 · Portland, Or
Moves
a registration end followed by a registration begin elsewhere
- J.P. Morgan Private Wealth Advisors LLC to J.P. Morgan Securities LLCleft Feb 10, 2025, registered Nov 27, 2023 (-441 days) · channel change inside one enterprise, not a move
- J.P. Morgan Securities LLC to Advisory Services Networkleft Jan 12, 2025, registered Jan 15, 2025 (3 days) · Wirehouse to independent RIA
- Mercer Global Advisors Inc. to J.P. Morgan Private Wealth Advisors LLCleft Apr 5, 2022, registered Jul 13, 2022 (99 days) · RIA to affiliated broker-dealer or bank
- Stifel, Nicolaus & Company, Incorporated to Mercer Global Advisors Inc.left May 11, 2021, registered Jun 9, 2021 (29 days) · Affiliated broker-dealer or bank to independent RIA
Signals
- Jesse Jimerson left J.P. Morgan Securities Llc for Advisory Services Network (registered 2025-01-15)Jan 12, 2025 · Advisor changed firm · fact
- Jesse Jimerson left Mercer Global Advisors Inc. for J.P. Morgan Private Wealth Advisors Llc (registered 2022-07-13)Apr 5, 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
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address