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

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RIA / WealthAdvisorChartered Financial Analyst39 years in industry

J•••• W••••••• M••••••••

Advisor at C•••••••• C•••••• M••••••••• I•••

CHEVY CHASE, MD

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Search this name across graphsid dfx:ria:4ea72e47-87a3-7372-eefd-446c66fc8f42

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Oct 9, 1990 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: C•••••••• C•••••• M••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 1, 1986earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms

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
C•••••••• C•••••• M••••••••• I•••	Independent wealth	Jan 7, 2025	n/a	yes	CHEVY CHASE, MD	Current employment
C•••••••• C•••••• M••••••••• I•••	Independent wealth	Oct 9, 1990	Dec 31, 2024	no

Relationships

Registered with (1)

→ C•••••••• C•••••• M••••••••• I•••Registered adviserregistration: previous registration
Oct 9, 1990 to Dec 31, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4ea72e47-87a3-7372-eefd-446c66fc8f42
First observed: Oct 9, 1990
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.