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Jake M Winner

Dimensional Fund Advisors LP

Austin, TX

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Current Employers
Dimensional Fund Advisors Lp

6300 Bee Cave Road Building One, Austin, TX 78746 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-02
  • TX RA
    APPROVED
    Since 2026-03-02

Branch Locations

6300 Bee Cave Road Building One, Austin, TX 78746 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Guidehouse Mclean VA 07/2024 03/2025
Student Charlottesville VA 01/2014 07/2024
Northwestern Mutual Life Insurance Company Milwaukee WI 04/2025 01/2026
Northwestern Mutual Investment Services Llc New York NY 08/2025 01/2026
Northwestern Mutual Wealth Management Company Milwaukee WI 09/2025 01/2026
Dimensional Fund Advisors Austin TX 01/2026 Present
  • 07/2024 → 03/2025
    Guidehouse
    Mclean, VA
  • 01/2014 → 07/2024
    Student
    Charlottesville, VA
  • 04/2025 → 01/2026
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 08/2025 → 01/2026
    Northwestern Mutual Investment Services Llc
    New York, NY
  • 09/2025 → 01/2026
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 01/2026 → Present
    Dimensional Fund Advisors
    Austin, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-27
S63 Uniform Securities Agent State Law Examination 2025-09-11
  • S65 Uniform Investment Adviser Law Examination
    2026-02-27
  • S63 Uniform Securities Agent State Law Examination
    2025-09-11
Other Names
  • Jake M Winner
  • Jacob Winner

View on SEC IAPD

Other Firms

AUSTIN MONEY MANAGEMENT CORPORATION
EVERLONG FINANCIAL
EDWARD JONES
HARRELL INVESTMENT PARTNERS, LLC
WEATHERGAGE CAPITAL, LLC
LBJ FAMILY WEALTH ADVISORS, LTD.
JAMES S. MARROQUIN, CFP
OSAIC WEALTH, INC.

Other Investors

STEVEN DOUGLAS AYCOCK
ALEXANDER BURTON YEAGER
Jonathan Martin Haefner
David Nathan Van Winkle
DILDA DEEPAK DALVI
ANNA VICTORIA BODINE
Stephanie Caroline Morgan
ROBERT KING HARRELL

Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

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