Latest transactions

10/30 Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M 10/30 Jose Ascencio Raymond James Financial Services → TSG Wealth Management 10/30 Riseling Wealth Management Edward Jones → &Partners $357M 10/30 Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management 10/29 Anchor Financial Partners Northwestern Mutual → LPL Financial $525M 10/29 Koetter Financial Services LPL Financial → Cetera 10/29 Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M 10/29 Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B 10/28 Eastover Capital Management Eastover Capital → South Atlantic Bank $430M 10/28 Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

10/30 Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M 10/30 Jose Ascencio Raymond James Financial Services → TSG Wealth Management 10/30 Riseling Wealth Management Edward Jones → &Partners $357M 10/30 Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management 10/29 Anchor Financial Partners Northwestern Mutual → LPL Financial $525M 10/29 Koetter Financial Services LPL Financial → Cetera 10/29 Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M 10/29 Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B 10/28 Eastover Capital Management Eastover Capital → South Atlantic Bank $430M 10/28 Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

Latest transactions

10/30 Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M 10/30 Jose Ascencio Raymond James Financial Services → TSG Wealth Management 10/30 Riseling Wealth Management Edward Jones → &Partners $357M 10/30 Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management 10/29 Anchor Financial Partners Northwestern Mutual → LPL Financial $525M 10/29 Koetter Financial Services LPL Financial → Cetera 10/29 Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M 10/29 Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B 10/28 Eastover Capital Management Eastover Capital → South Atlantic Bank $430M 10/28 Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

10/30 Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M 10/30 Jose Ascencio Raymond James Financial Services → TSG Wealth Management 10/30 Riseling Wealth Management Edward Jones → &Partners $357M 10/30 Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management 10/29 Anchor Financial Partners Northwestern Mutual → LPL Financial $525M 10/29 Koetter Financial Services LPL Financial → Cetera 10/29 Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M 10/29 Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B 10/28 Eastover Capital Management Eastover Capital → South Atlantic Bank $430M 10/28 Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

Financial advisor

Jason M. Schlesinger

Now at Alex. Brown · Scientia Wealth Partners · San Francisco, CA

Registered as JASON MARTIN SCHLESINGER

Transactions 1

Every recorded transaction this advisor took part in, newest first.

Transaction	From	To	Pattern	Announced	Reported Assets
Scientia Wealth Partners	UBS	Alex. Brown	Lateral	September 14, 2026	$470M

Registration history

Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.

Firm	Channel	From	To
RAYMOND JAMES & ASSOCIATES, INC.	Investment adviser	September 3, 2026	Current
RAYMOND JAMES & ASSOCIATES, INC.	Broker-dealer	September 3, 2026	Current
UBS FINANCIAL SERVICES INC.	Investment adviser	January 22, 2020	September 11, 2026
UBS FINANCIAL SERVICES INC.	Broker-dealer	January 17, 2020	September 11, 2026
ROBERT W. BAIRD & CO. INCORPORATED	Investment adviser	March 7, 2011	February 14, 2020
ROBERT W. BAIRD & CO. INCORPORATED	Broker-dealer	March 4, 2011	February 14, 2020
WELLS FARGO ADVISORS, LLC	Investment adviser	January 3, 2011	March 10, 2011
WELLS FARGO ADVISORS, LLC	Broker-dealer	January 3, 2011	March 10, 2011
WELLS FARGO INVESTMENTS, LLC	Investment adviser	November 2, 2009	January 3, 2011
WELLS FARGO INVESTMENTS, LLC	Broker-dealer	November 2, 2009	January 3, 2011
WELLS FARGO ADVISORS, LLC	Investment adviser	April 16, 2008	November 3, 2009
WELLS FARGO ADVISORS, LLC	Broker-dealer	April 15, 2008	November 3, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.	Broker-dealer	July 12, 1999	April 14, 2008
BANC OF AMERICA INVESTMENT SERVICES, INC.	Investment adviser	September 21, 1998	April 14, 2008
BA INVESTMENT SERVICES, INC.	Broker-dealer	December 8, 1997	July 12, 1999

Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.