Jacob M Demharter
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
11 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Threadline WealthFeb 2026 to now
- Osaic Wealth, IncOct 2025 to now
- Driven Investments LLCMay 2025 to now
- Mountain America Credit UnionOct 2024 to May 2025
- Utah Community Credit UnionSep 2023 to Oct 2024
- State FireFeb 2023 to Sep 2023
- Kauwe ConstructionJan 2022 to Feb 2023
- Kester ConsultingOct 2021 to Jan 2022
- The Church of Jesus Christ of Latter-day SaintsOct 2019 to Oct 2021
- StudentJan 2015 to Oct 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (WA).
Threadline Wealth
Legal name: Moss Adams Wealth Advisors LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7884203
- 108917