DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)34 years in industry

H•••• M•••• J•••••• B••••

Advisor at J•••••• B••••

VANCOUVER, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 10, 1998 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•••••• B••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 6, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J•••••• B••••	Independent wealth	Oct 16, 2020	n/a	yes	VANCOUVER, WA	Current employment
K•• F•••••••• S•••••••• I••	Former SEC adviser	May 10, 1998	Nov 5, 2020	no	LONGVIEW, WA\|LONGVIEW, WA\|VANCOUVER, WA\|SEATTLE, WA\|VANCOUVER, WA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
K•• F•••••••• S•••••••• I••	J•••••• B••••	Nov 5, 2020	Oct 16, 2020	-20	Firm change	Ibd to new firm

Team moves

••• Locked

Team	Left	Joined	From	Kind
3866:310839:WA:2020-11-05	Nov 5, 2020	Oct 16, 2020	VANCOUVER, WA	Firm change

Relationships

Registered with (2)

→ J•••••• B••••Registered adviserregistration: current employment
Oct 16, 2020 to presentfactForm ADV
→ K•• F•••••••• S•••••••• I••Registered adviserregistration: previous registration
May 10, 1998 to Nov 5, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: May 10, 1998
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.