DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst45 years in industry

J••• R••••• M•••

Advisor at J••• R• M••• I••••••••• C•••••• I•••

BEVERLY HILLS, CA

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Search this name across graphsid dfx:ria:376d8c87-c076-bf6f-a908-b4370c04373c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Nov 13, 2002 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••• R• M••• I••••••••• C•••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 1, 1980earliest registration or exam on IAPD
Years in industry: 45derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J••• R• M••• I••••••••• C•••••• I•••	Independent wealth	Aug 2, 2021	n/a	yes	BEVERLY HILLS, CA	Current employment
J••• R• M••• I••••••••• C•••••• I•••	Independent wealth	Nov 13, 2002	Dec 31, 2006	no	BEVERLY HILLS, CA

Relationships

Registered with (1)

→ J••• R• M••• I••••••••• C•••••• I•••Registered adviserregistration: previous registration
Nov 13, 2002 to Dec 31, 2006factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:376d8c87-c076-bf6f-a908-b4370c04373c
First observed: Nov 13, 2002
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.