J•••• A• W••••

Advisor at J•••• A• W•••• L••

HINCKLEY, OH

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:25c0b876-fc0f-705c-ef2c-299c1f99760f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 13, 2000 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•••• A• W•••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Apr 3, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J•••• A• W•••• L••	State registered	Dec 13, 2022	n/a	yes	HINCKLEY, OH	Current employment
S••••• W••••• M••••••••• L••	Independent wealth	Jan 14, 2020	Feb 18, 2023	no	Akron, OH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••• W••••• M••••••••• L••	J•••• A• W•••• L••	Feb 18, 2023	Dec 13, 2022	-67	Firm change after gap	RIA to state RIA
E•• F••••••••• I•••	S••••• W••••• M••••••••• L••	Oct 22, 2020	Jan 14, 2020

Relationships

Registered with (4)

→ J•••• A• W•••• L••Registered adviserregistration: current employment
Dec 13, 2022 to presentfactForm ADV
→ S••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jan 14, 2020 to Feb 18, 2023factForm ADV
→ E•• F••••••••• I•••Registered adviserregistration: previous registration
Aug 26, 2009 to Oct 22, 2020factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

Occurred
Feb 18, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:25c0b876-fc0f-705c-ef2c-299c1f99760f
First observed: Jun 13, 2000
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.