DFX Intelligence

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

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RIA / WealthAdvisor40 years in industry

J••• S•••••• L••••

Advisor at J• L•••• F••• M••••••••• I•••

DEERFIELD, IL

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Search this name across graphsid dfx:ria:12466193-8c90-5892-c3f7-0c0d53faff64

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Dec 23, 1997 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: J• L•••• F••• M••••••••• I•••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Nov 1, 1985earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 28derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J• L•••• F••• M••••••••• I•••	State registered	Dec 23, 1997	n/a	yes	DEERFIELD, IL	Current employment
J• L•••• F••• M••••••••• I•••	State registered	Dec 23, 1997	Dec 31, 2020	no	DEERFIELD, IL	Previous registration

Relationships

Registered with (1)

→ J• L•••• F••• M••••••••• I•••Registered adviserregistration: previous registration
Dec 23, 1997 to Dec 31, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:12466193-8c90-5892-c3f7-0c0d53faff64
First observed: Dec 23, 1997
Last observed: Sep 14, 2026 9 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.