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

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RIA / WealthAdvisorCertified Financial Planner28 years in industry

J••••• C•••••• B•••••

Advisor at J•• F••••••••• I•••

COLLEGEVILLE, PA

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Search this name across graphsid dfx:ria:1b7a2b0f-d5a8-bdca-2f9e-f377e3b5e4b6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jun 26, 2003 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•• F••••••••• I•••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Nov 7, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 19derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J•• F••••••••• I•••	State registered	Oct 5, 2006	n/a	yes	COLLEGEVILLE, PA	Current employment
S•••• C•••••• M•••••••••	Former SEC adviser	Jan 3, 2005	May 15, 2006	no	PHILADELPHIA, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••• C•••••• M•••••••••	J•• F••••••••• I•••	May 15, 2006	Oct 5, 2006	143	Firm change	Other
A••••••••• F•••••••• S•••••••• L••	S•••• C•••••• M•••••••••	Oct 31, 2003	Jan 3, 2005

Relationships

Registered with (3)

→ J•• F••••••••• I•••Registered adviserregistration: current employment
Oct 5, 2006 to presentfactForm ADV
→ S•••• C•••••• M•••••••••Registered adviserregistration: previous registration
Jan 3, 2005 to May 15, 2006factForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Jun 26, 2003 to Oct 31, 2003factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1b7a2b0f-d5a8-bdca-2f9e-f377e3b5e4b6
First observed: Jun 26, 2003
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.