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

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RIA / WealthAdvisordual registered (broker-dealer)16 years in industry

J••••• A•••••

Advisor at W•••• F•••• A•••••••

AUSTIN, TX | BEE CAVE, TX

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Search this name across graphsid dfx:ria:3db7301b-642a-e16a-af1d-63865b23eb0d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Aug 18, 2017 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: W•••• F•••• A•••••••
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

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
W•••• F•••• A•••••••	Wirehouse	Nov 7, 2024	n/a	yes	BEE CAVE, TX\|AUSTIN, TX	Current employment
E••••• J••••	National bd RIA	Aug 18, 2017	Nov 12, 2024	no	Austin, TX\|College Station, TX\|ST LOUIS, MO\|PFLUGERVILLE, TX\|Cedar Park, TX

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
E••••• J••••	W•••• F•••• A•••••••	Nov 12, 2024	Nov 7, 2024	-5	Firm change	Ibd to wirehouse

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
250:19616:TX:2024-11-12	Nov 12, 2024	Nov 7, 2024	CEDAR PARK, TX	Firm change

Relationships

Registered with (2)

→ W•••• F•••• A•••••••Registered adviserregistration: current employment
Nov 7, 2024 to presentfactForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Aug 18, 2017 to Nov 12, 2024factForm ADV

Dated events

Occurred
Nov 12, 2024
Advisor changed firm
J••••• A••••• left E••••• J•••• for W•••• F•••• A••••••• (registered 2024-11-07)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3db7301b-642a-e16a-af1d-63865b23eb0d
First observed: Aug 18, 2017
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.