DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)32 years in industry

J•• K•••• F•••••

Advisor at Z•••• I••••••••• M••••••••• I•••

Haddonfield, NJ | CHICAGO, IL

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Search this name across graphsid dfx:ria:55865427-1738-8dba-8b03-f99a57da060d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 19, 2007 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: Z•••• I••••••••• M••••••••• I•••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Aug 9, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 18derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
Z•••• I••••••••• M••••••••• I•••	Mixed wealth	Sep 16, 2008	n/a	yes	CHICAGO, IL\|Haddonfield, NJ	Current employment
I••••••••• A••••••• S••••••• I••	Former SEC adviser	Jan 19, 2007	Aug 23, 2007	no	HADDON HEIGHTS, NJ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I••••••••• A••••••• S••••••• I••	Z•••• I••••••••• M••••••••• I•••	Aug 23, 2007	Sep 16, 2008	390	Firm change	Other

Relationships

Registered with (2)

→ Z•••• I••••••••• M••••••••• I•••Registered adviserregistration: current employment
Sep 16, 2008 to presentfactForm ADV
→ I••••••••• A••••••• S••••••• I••Registered adviserregistration: previous registration
Jan 19, 2007 to Aug 23, 2007factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:55865427-1738-8dba-8b03-f99a57da060d
First observed: Jan 19, 2007
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.