DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)27 years in industry

J••• J••••• M••••

Advisor at R•••••• J•••• • A••••••••• I•••

BLOOMFIELD HILLS, MI

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 1
On other graphs: 0
Observed: Jan 16, 2002 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: R•••••• J•••• • A••••••••• I•••
Current firm class: national broker-dealer RIAderived
Book size: not public••• Locked
Industry start: Sep 7, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 9

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••••• J•••• • A••••••••• I•••	National bd RIA	May 15, 2025	n/a	yes	BLOOMFIELD HILLS, MI	Current employment
A••••••••• F•••••••• S•••••••• L••	National bd RIA	Aug 21, 2023	Jun 4, 2025	no	Bloomfield Hills, MI\|Birmingham, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• F•••••••• S•••••••• L••	R•••••• J•••• • A••••••••• I•••	Jun 4, 2025	May 15, 2025	-20	Firm change	Ibd to ibd
C••••••• S•••••••••	A••••••••• F•••••••• S•••••••• L••	Nov 6, 2023	Aug 21, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
6363:705:MI:2025-05-29	Jun 4, 2025	May 15, 2025	BIRMINGHAM, MI	Firm change

Relationships

Registered with (10)

→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: current employment
May 15, 2025 to presentfactForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Aug 21, 2023 to Jun 4, 2025factForm ADV
→ C••••••• S•••••••••Registered adviserregistration: previous registration
Dec 23, 2013 to Nov 6, 2023factForm ADV
→ C•••••• A•••••••

Dated events

Order

Occurred
4 Jun 2025
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jan 16, 2002
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.