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

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RIA / WealthAdvisor11 years in industry

J•••• A•••• M•••

Advisor at A••••••• W••••• A•••••••• L••

CENTERVILLE, UT

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 graphsid dfx:ria:1cbe1f93-8f1f-3056-b759-d7226b69c6be

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jun 18, 2015 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: A••••••• W••••• A•••••••• L••
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: Jan 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••• W••••• A•••••••• L••	Independent wealth	Jun 25, 2021	n/a	yes	CENTERVILLE, UT	Current employment
T••••••••• C••••••• L••	Asset manager	Dec 2, 2020	Nov 22, 2021	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
T••••••••• C••••••• L••	A••••••• W••••• A•••••••• L••	Nov 22, 2021	Jun 25, 2021	-150	Firm change after gap	RIA to new firm
J•• W••••• M••••••••• L••	T••••••••• C••••••• L••	Dec 3, 2020

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
288576:314668:UT:2021-11-22	Nov 22, 2021	Jun 25, 2021	LEHI, UT	Firm change after gap
293750:306294:UT:2020-02-19	Feb 19, 2020	Mar 12, 2020	KAYSVILLE, UT	Firm change
157314:293750:ID:2018-06-14	Jun 20, 2018	May 24, 2018	IDAHO FALLS, ID	Firm change

Relationships

Registered with (5)

→ A••••••• W••••• A•••••••• L••Registered adviserregistration: current employment
Jun 25, 2021 to presentfactForm ADV
→ T••••••••• C••••••• L••Registered adviserregistration: previous registration
Dec 2, 2020 to Nov 22, 2021factForm ADV
→ J•• W••••• M••••••••• L••Registered adviserregistration: previous registration
Mar 12, 2020 to Dec 3, 2020factForm ADV
→ A•• I••••••••• A•••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1cbe1f93-8f1f-3056-b759-d7226b69c6be
First observed: Jun 18, 2015
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.