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.

Current firm

J.M. ARBOUR, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Feb 1, 2007earliest registration or exam on IAPD

Years in industry

19derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

3

Designations

Certified Financial Planner|Chartered Financial Consultant

Exams

S65

First exam

Oct 14, 2015

First registration

Jan 5, 2016

Dual registered

no

IAPD individual key

5332031

• Occurred

  Aug 4, 2022
  Advisor changed firm

  Jac Michael Arbour left Foundations Investment Advisors Llc for J.M. Arbour, Llc (registered 2022-06-21)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:18c0989f-9fb6-dcba-0fc1-91febf1b8c27

First observed

Jan 5, 2016

Last observed

Sep 14, 2026 7 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.