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

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RIA / WealthAdvisorCertified Financial Planner23 years in industry

J•••• J••• R••••

Advisor at F•••••••• A•••••• I•••

MONUMENT, CO

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Search this name across graphsid dfx:ria:2c8b833a-137a-950c-497e-b83f4621be97

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 8, 2008 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: F•••••••• A•••••• I•••
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: Jul 25, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 13derivedfrom 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
F•••••••• A•••••• I•••	Independent wealth	Jul 26, 2013	n/a	yes	MONUMENT, CO	Current employment
J••• M••••• S••••••••• L••	Wirehouse	Oct 1, 2012	Jul 31, 2013	no	LITTLETON, CO\|LAKEWOOD, CO\|DENVER, CO\|DENVER, CO\|HIGHLANDS RANCH, CO\|LITTLETON, CO\|PARKER, CO\|LITTLETON, CO\|PARKER, CO\|DENVER, CO\|LITTLETON, CO\|DENVER, CO\|GREENWOOD VILLAGE, CO\|COLORADO SPRINGS, CO\|DENVER, CO\|COLORADO SPRINGS, CO\|CENTENNIAL, CO\|DENVER, CO\|GREENWOOD VILLAGE, CO\|COLORADO SPRINGS, CO\|AURORA, CO\|AURORA, CO\|AURORA, CO\|AURORA, CO\|DENVER, CO\|AURORA, CO\|AURORA, CO\|CASTLE ROCK, CO\|FOUNTAIN, CO\|MANITOU SPRINGS, CO\|LITTLETON, CO\|ENGLEWOOD, CO\|AURORA, CO\|HIGHLANDS RANCH, CO\|AURORA, CO\|DENVER, CO\|COLORADO SPRINGS, CO\|DENVER, CO\|ENGLEWOOD, CO\|ENGLEWOOD, CO\|AURORA, CO\|LAKEWOOD, CO\|COLORADO SPRINGS, CO\|COLORADO SPRINGS, CO\|COLORADO SPRINGS, CO\|CENTENNIAL, CO\|AURORA, CO\|DENVER, CO\|COLORADO SPRINGS, CO\|GREENWOOD VILLAGE, CO\|LAKEWOOD, CO\|COLORADO SPRINGS, CO\|DENVER, CO\|DENVER, CO\|Colorado Springs, CO\|FALCON, CO\|COLORADO SPRINGS, CO\|COLORADO SPRINGS, CO\|COLORADO SPRINGS, CO\|ENGLEWOOD, CO\|LAKEWOOD, CO

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
J••• M••••• S••••••••• L••	F•••••••• A•••••• I•••	Jul 31, 2013	Jul 26, 2013	-5	Firm change	Wirehouse to RIA
C•••• I••••••••• S••••••• C••••	J••• M••••• S••••••••• L••	Oct 1, 2012

Relationships

Registered with (4)

→ F•••••••• A•••••• I•••Registered adviserregistration: current employment
Jul 26, 2013 to presentfactForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Oct 1, 2012 to Jul 31, 2013factForm ADV
→ C•••• I••••••••• S••••••• C••••Registered adviserregistration: previous registration
Jan 26, 2009 to Oct 1, 2012factForm ADV
→ T••••••• I••••••••• M••••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2c8b833a-137a-950c-497e-b83f4621be97
First observed: Feb 8, 2008
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.