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

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RIA / WealthAdvisor12 years in industry

J•••• K••••• N••••••

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

SHOREWOOD, IL | Urbandale, IA

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Search this name across graphsid dfx:ria:27093cbb-9354-94a8-507c-76935b426d9d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 18, 2014 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: W••••• A••••••• S•••••••• L••
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 1, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 2derivedfrom 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
W••••• A••••••• S•••••••• L••	Institutional manager	Jun 29, 2024	n/a	yes	Urbandale, IA\|SHOREWOOD, IL	Current employment
G••••• R••••••••• P••••••• L••	Institutional manager	Apr 1, 2019	Jul 5, 2024	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
G••••• R••••••••• P••••••• L••	W••••• A••••••• S•••••••• L••	Jul 5, 2024	Jun 29, 2024	-6	Bulk transfer	Other
K••••• A••••••• S•••••••• L••	G••••• R••••••••• P••••••• L••	Apr 4, 2019

Relationships

Registered with (4)

→ W••••• A••••••• S•••••••• L••Registered adviserregistration: current employment
Jun 29, 2024 to presentfactForm ADV
→ G••••• R••••••••• P••••••• L••Registered adviserregistration: previous registration
Apr 1, 2019 to Jul 5, 2024factForm ADV
→ K••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Feb 6, 2018 to Apr 4, 2019factForm ADV
→ P•••••••• S••••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:27093cbb-9354-94a8-507c-76935b426d9d
First observed: Mar 18, 2014
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.