DFX Intelligence

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

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RIA / WealthAdvisor14 years in industry

J••••• C•• A•••••••

Advisor at J•••••• R••••••••• P••••••• A•• I••••••••• M••••••••• L••

AMMON, ID

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5702a569-d43b-5208-cb08-b5a6f804a759

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 29, 2016 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•••••• R••••••••• P••••••• A•• I••••••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J•••••• R••••••••• P••••••• A•• I••••••••• M••••••••• L••	Independent wealth	Aug 13, 2021	n/a	yes	AMMON, ID	Current employment
T••••••••• C••••••• L••	Asset manager	Jan 17, 2018	Dec 17, 2021	no	AMMON, ID\|LEHI, UT

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••••••• C••••••• L••	J•••••• R••••••••• P••••••• A•• I••••••••• M••••••••• L••	Dec 17, 2021	Aug 13, 2021	-126	Firm change after gap	RIA to new firm
A•••••• I••••••••• A•••••••• L••	T••••••••• C••••••• L••	Mar 29, 2018	Jan 17, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
288576:315237:UT:2021-12-17	Dec 17, 2021	Aug 13, 2021	LEHI, UT	Firm change after gap
157314:288576:ID:2018-03-21	Mar 29, 2018	Jan 17, 2018	IDAHO FALLS, ID	Firm change after gap

Relationships

Registered with (3)

→ J•••••• R••••••••• P••••••• A•• I••••••••• M••••••••• L••Registered adviserregistration: current employment
Aug 13, 2021 to presentfactForm ADV
→ T••••••••• C••••••• L••Registered adviserregistration: previous registration
Jan 17, 2018 to Dec 17, 2021factForm ADV
→ A•••••• I••••••••• A•••••••• L••Registered adviserregistration: previous registration
Jan 29, 2016 to Mar 29, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5702a569-d43b-5208-cb08-b5a6f804a759
First observed: Jan 29, 2016
Last observed: Sep 14, 2026 9 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.