DFX Intelligence

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

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RIA / WealthAdvisor15 years in industry

J•••••• R••• S••••••

Advisor at J••• F•••••••• A•••••••• L••

BLOOMINGTON, MN

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Search this name across graphsid dfx:ria:226f994f-644f-b693-2e15-decc48a41cd2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jan 7, 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: J••• F•••••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 22, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J••• F•••••••• A•••••••• L••	Independent wealth	Nov 16, 2022	n/a	yes	BLOOMINGTON, MN	Current employment
B••••••• J•••• L••	Independent wealth	Oct 30, 2019	Nov 21, 2022	no	SEATTLE, WA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••••• J•••• L••	J••• F•••••••• A•••••••• L••	Nov 21, 2022	Nov 16, 2022	-5	Firm change	RIA to RIA
L•••••• I••••••••• A•••••••• L••	B••••••• J•••• L••	Jul 15, 2019	Oct 30, 2019

Relationships

Registered with (5)

→ J••• F•••••••• A•••••••• L••Registered adviserregistration: current employment
Nov 16, 2022 to presentfactForm ADV
→ B••••••• J•••• L••Registered adviserregistration: previous registration
Oct 30, 2019 to Nov 21, 2022factForm ADV
→ L•••••• I••••••••• A•••••••• L••Registered adviserregistration: previous registration
Aug 19, 2016 to Jul 15, 2019factForm ADV
→ L•• F•••••••• L••

Dated events

Occurred
Nov 21, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:226f994f-644f-b693-2e15-decc48a41cd2
First observed: Jan 7, 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.