DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultantdual registered (broker-dealer)17 years in industry

J••••••• M•••••• V••••

Advisor at E••••• J••••

KALAMAZOO, MI | Kalamazoo, MI

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Search this name across graphsid dfx:ria:3a49954f-4ca3-cf77-d91d-e4efe47ab76d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Sep 8, 2009 to Sep 15, 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: E••••• J••••
Current firm class: national broker-dealer RIAderived
Book size: not public••• Locked
Industry start: Sep 2, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E••••• J••••	National bd RIA	Jun 18, 2021	n/a	yes	Kalamazoo, MI\|KALAMAZOO, MI	Current employment
O•••• I••••••••• I•••	Bd affiliated wealth	Aug 20, 2020	Jun 16, 2021	no	PORTAGE, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•••• I••••••••• I•••	E••••• J••••	Jun 16, 2021	Jun 18, 2021	2	Firm change	Ibd to ibd
W•••• F•••••••• M••••••••• L••	O•••• I••••••••• I•••	Aug 6, 2020	Aug 20, 2020

Relationships

Registered with (5)

→ E••••• J••••Registered adviserregistration: previous registration
Sep 8, 2009 to May 3, 2011factForm ADV
→ O•••• I••••••••• I•••Registered adviserregistration: previous registration
Aug 20, 2020 to Jun 16, 2021factForm ADV
→ W•••• F•••••••• M••••••••• L••Registered adviserregistration: previous registration
May 25, 2016 to Aug 6, 2020factForm ADV
→ T••••••••• F•••••••• A•••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3a49954f-4ca3-cf77-d91d-e4efe47ab76d
First observed: Sep 8, 2009
Last observed: Sep 15, 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.