DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner14 years in industry

N••••••• J•• T••••

Advisor at J••• F• S••• W••••• M••••••••• L••

MADISON, WI

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Search this name across graphsid dfx:ria:2ff7180e-b4d7-2714-7a9a-156bfd69b411

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Nov 30, 2011 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• S••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 29, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J••• F• S••• W••••• M••••••••• L••	Independent wealth	Feb 21, 2025	n/a	yes	MADISON, WI	Current employment
T••• F••••••••	Independent wealth	Mar 2, 2020	Feb 18, 2025	no	MIDDLETON, WI\|SCOTTSDALE, AZ\|Middleton, WI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••• F••••••••	J••• F• S••• W••••• M••••••••• L••	Feb 18, 2025	Feb 21, 2025	3	Firm change	Other
E•••••••• F•••••••• I••••••••• L••	T••• F••••••••	Dec 31, 2020	Mar 2, 2020

Team moves

••• Locked

Team	Left	Joined	From	Kind
298575:109376:WI:2020-12-31	Dec 31, 2020	Mar 2, 2020	MIDDLETON, WI	Firm change after gap

Relationships

Registered with (4)

→ J••• F• S••• W••••• M••••••••• L••Registered adviserregistration: current employment
Feb 21, 2025 to presentfactForm ADV
→ T••• F••••••••Registered adviserregistration: previous registration
Mar 2, 2020 to Feb 18, 2025factForm ADV
→ E•••••••• F•••••••• I••••••••• L••Registered adviserregistration: previous registration
Jan 10, 2019 to Dec 31, 2020factForm ADV
→ S••••• W••••• M•••••••••Registered adviser

Dated events

Occurred
Feb 18, 2025
Advisor changed firm
N••••••• J•• T•••• left T••• F•••••••• for J••• F• S••• W••••• M••••••••• L•• (registered 2025-02-21)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2ff7180e-b4d7-2714-7a9a-156bfd69b411
First observed: Nov 30, 2011
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.