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K•••• J••••• J••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Analyst13 years in industry

K•••• J••••• J••••

Advisor at C•••••••

Marietta, GA

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Search this name across graphsid dfx:ria:01d18386-990a-5b03-2b9a-0846111d7a26

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Feb 2, 2017 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: C•••••••
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 16, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••	Institutional manager	Sep 2, 2021	n/a	yes	Marietta, GA	Current employment
F••••• I•••••••••	Independent wealth	Jan 1, 2021	Mar 16, 2021	no	PLANO, TX\|PLANO, TX

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
F••••• I•••••••••	C•••••••	Mar 16, 2021	Sep 2, 2021	170	Firm change	Other
A••• B• L•••• • A••••••••• I•••	F••••• I•••••••••	Feb 23, 2017

Relationships

Registered with (3)

→ C•••••••Registered adviserregistration: current employment
Sep 2, 2021 to presentfactForm ADV
→ F••••• I•••••••••Registered adviserregistration: previous registration
Jan 1, 2021 to Mar 16, 2021factForm ADV
→ A••• B• L•••• • A••••••••• I•••Registered adviserregistration: previous registration
Feb 2, 2017 to Feb 23, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:01d18386-990a-5b03-2b9a-0846111d7a26
First observed: Feb 2, 2017
Last observed: Sep 14, 2026 8 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.