DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)38 years in industry

J••• J••••• V•• E••••

Advisor at E••••••• W••••• A•••••••• L••

PHOENIX, AZ | Oak Park, IL

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Search this name across graphsid dfx:ria:46eaff1e-25b9-bcec-6563-ed507111db59

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jan 5, 2015 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••••••• W••••• A•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 29, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E••••••• W••••• A•••••••• L••	State registered	Jul 7, 2026	n/a	yes	PHOENIX, AZ\|Oak Park, IL	Current employment
C••••• I••••••••• A••••••• L••	Bd affiliated wealth	Feb 1, 2018	Apr 21, 2025	no	OAK PARK, IL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• I••••••••• A••••••• L••	E••••••• W••••• A•••••••• L••	Apr 21, 2025	Jul 7, 2026	442	Firm change after gap	Ibd to state RIA
I••••• F•••••••• C•••••••••	C••••• I••••••••• A••••••• L••	Jun 1, 2015	Feb 1, 2018

Relationships

Registered with (3)

→ E••••••• W••••• A•••••••• L••Registered adviserregistration: current employment
Jul 7, 2026 to presentfactForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Feb 1, 2018 to Apr 21, 2025factForm ADV
→ I••••• F•••••••• C•••••••••Registered adviserregistration: previous registration
Jan 5, 2015 to Jun 1, 2015factForm ADV

Dated events

Occurred
Apr 21, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:46eaff1e-25b9-bcec-6563-ed507111db59
First observed: Jan 5, 2015
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.