DFX Intelligence

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

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RIA / WealthAdvisor42 years in industry

J•••• F•••••• M•••••

Advisor at N••••••• A•••••••

RADNOR, PA

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Search this name across graphsid dfx:ria:165d7c07-38f9-caf4-adac-a32935617233

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 2
Observed: Mar 17, 2008 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

J•••• F•••••• M•••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

J•••• F•••••• M•••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

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

Current firm: N••••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 22, 1984earliest registration or exam on IAPD
Years in industry: 42derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
N••••••• I••••••••• L••	Asset manager	Mar 30, 2023	n/a	yes	RADNOR, PA	Current employment
N••••••• A•••••••	Independent wealth	Nov 15, 2022	n/a	yes	RADNOR, PA	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• S••••••	N••••••• A•••••••	Dec 2, 2022	Nov 15, 2022	-17	Firm change	Wirehouse to new firm
C••••• S••••• S••••••••• •••• L••	M••••• S••••••	May 2, 2016	Apr 4, 2016

Team moves

••• Locked

Team	Left	Joined	From	Kind
149777:322936:PA:2022-11-29	Dec 2, 2022	Nov 15, 2022	WEST CONSHOHOCKEN, PA	Firm change

Relationships

Registered with (5)

→ N••••••• I••••••••• L••Registered adviserregistration: current employment
Mar 30, 2023 to presentfactForm ADV
→ N••••••• A•••••••Registered adviserregistration: current employment
Nov 15, 2022 to presentfactForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Apr 4, 2016 to Dec 2, 2022factForm ADV
→ C••••• S••••• S••••••••• •••• L••

Dated events

Occurred
Dec 2, 2022
Advisor changed firm
J•••• F•••••• M••••• left M••••• S•••••• for N••••••• A••••••• (registered 2022-11-15)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:165d7c07-38f9-caf4-adac-a32935617233
First observed: Mar 17, 2008
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.