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

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RIA / WealthAdvisordual registered (broker-dealer)27 years in industry

J••• B••••• L••••

Advisor at F•••• T•••• A••••••• L•

WHEATON, IL

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Search this name across graphsid dfx:ria:3c9a5d35-b709-1121-57ae-5d4d50ed2a99

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jul 16, 2001 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•••• T•••• A••••••• L•
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 7, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 4

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•••• T•••• A••••••• L•	Asset manager	Aug 1, 2011	n/a	yes	WHEATON, IL	Current employment
O••••••••• A•••• M•••••••••	Bd affiliated wealth	May 4, 2004	Aug 10, 2011	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
O••••••••• A•••• M•••••••••	F•••• T•••• A••••••• L•	Aug 10, 2011	Aug 1, 2011	-9	Firm change	Other
O••••••••• • C•• I•••	O••••••••• A•••• M•••••••••	Aug 8, 2011

Relationships

Registered with (5)

→ F•••• T•••• A••••••• L•Registered adviserregistration: current employment
Aug 1, 2011 to presentfactForm ADV
→ O••••••••• A•••• M•••••••••Registered adviserregistration: previous registration
May 4, 2004 to Aug 10, 2011factForm ADV
→ O••••••••• • C•• I•••Registered adviserregistration: previous registration
May 4, 2004 to Aug 8, 2011factForm ADV
→ N••••• F••• A•••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3c9a5d35-b709-1121-57ae-5d4d50ed2a99
First observed: Jul 16, 2001
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.