DFX Intelligence

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

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RIA / WealthAdvisor17 years in industry

J••••••• S•••• C•••••

Advisor at J•• E••••• M••••••••• L••

BOULDER, CO

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Search this name across graphsid dfx:ria:55e18190-5410-cd27-491d-a6ee9d29195b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Aug 16, 2018 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: J•• E••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J•• E••••• M••••••••• L••	State registered	Jun 2, 2025	n/a	yes	BOULDER, CO	Current employment
I•••••••• A••••••• S••••••••	Independent wealth	Mar 28, 2023	Aug 13, 2024	no	Boulder, CO\|DALLAS, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I•••••••• A••••••• S••••••••	J•• E••••• M••••••••• L••	Aug 13, 2024	Jun 2, 2025	293	Firm change	RIA to state RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	I•••••••• A••••••• S••••••••	Mar 14, 2023	Mar 28, 2023

Relationships

Registered with (3)

→ J•• E••••• M••••••••• L••Registered adviserregistration: current employment
Jun 2, 2025 to presentfactForm ADV
→ I•••••••• A••••••• S••••••••Registered adviserregistration: previous registration
Mar 28, 2023 to Aug 13, 2024factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Aug 16, 2018 to Mar 14, 2023factForm ADV

Dated events

Occurred
Aug 13, 2024
Advisor changed firm
J••••••• S•••• C••••• left I•••••••• A••••••• S•••••••• for J•• E••••• M••••••••• L•• (registered 2025-06-02)
Form ADVobserved 7 days ago
Occurred
Mar 14, 2023
Advisor changed firm
J••••••• S•••• C••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for I•••••••• A••••••• S•••••••• (registered 2023-03-28)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:55e18190-5410-cd27-491d-a6ee9d29195b
First observed: Aug 16, 2018
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.