DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner14 years in industry

J•••• A• G•••••••

Advisor at C••••••

Boston, MA

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Search this name across graphsid dfx:ria:1604d684-671c-5a59-531e-4b3bfb88445a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Oct 6, 2014 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: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••	Independent wealth	Oct 12, 2022	n/a	yes	Boston, MA	Current employment
E•••• V•••• W••••••• A•••••••	Former SEC adviser	Mar 26, 2019	Oct 11, 2022	no	BOSTON, MA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••• V•••• W••••••• A•••••••	C••••••	Oct 11, 2022	Oct 12, 2022	1	Firm change	RIA to RIA
A••••• W••••• M••••••••• L••	E•••• V•••• W••••••• A•••••••	Jul 27, 2017	Mar 26, 2019

Team moves

••• Locked

Team	Left	Joined	From	Kind
132047:319448:MA:2022-10-05	Oct 11, 2022	Oct 12, 2022	BOSTON, MA	Firm change

Relationships

Registered with (3)

→ C••••••Registered adviserregistration: current employment
Oct 12, 2022 to presentfactForm ADV
→ E•••• V•••• W••••••• A•••••••Registered adviserregistration: previous registration
Mar 26, 2019 to Oct 11, 2022factForm ADV
→ A••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Oct 6, 2014 to Jul 27, 2017factForm ADV

Dated events

Occurred
Oct 11, 2022
Advisor changed firm
J•••• A• G••••••• left E•••• V•••• W••••••• A••••••• for Corient (registered 2022-10-12)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1604d684-671c-5a59-531e-4b3bfb88445a
First observed: Oct 6, 2014
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.