DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant35 years in industry

J••• A•••• S•••••

Advisor at J••••• I••• D•• S•••••••• W••••• M••••••••• G••••

CORPUS CHRISTI, TX

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Search this name across graphsid dfx:ria:5719e84f-3a15-310b-0539-5100c29ac89a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Apr 4, 1991 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••••• I••• D•• S•••••••• W••••• M••••••••• G••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Apr 4, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J••••• I••• D•• S•••••••• W••••• M••••••••• G••••	State registered	May 23, 2025	n/a	yes	CORPUS CHRISTI, TX	Current employment
K•••••	State registered	Jul 30, 2020	Mar 18, 2024	no	Corpus Christi, TX\|SAN ANTONIO, TX\|Corpus Christi, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
K•••••	J••••• I••• D•• S•••••••• W••••• M••••••••• G••••	Mar 18, 2024	May 23, 2025	431	Firm change after gap	Other
M••••• A•••••••• L••	K•••••	Sep 2, 2020	Jul 30, 2020

Team moves

••• Locked

Team	Left	Joined	From	Kind
167658:309601:TX:2020-09-02	Sep 2, 2020	Jul 30, 2020	SAN ANTONIO, TX	Firm change after gap

Relationships

Registered with (6)

→ J••••• I••• D•• S•••••••• W••••• M••••••••• G••••Registered adviserregistration: current employment
May 23, 2025 to presentfactForm ADV
→ K•••••Registered adviserregistration: previous registration
Jul 30, 2020 to Mar 18, 2024factForm ADV
→ M••••• A•••••••• L••Registered adviserregistration: previous registration
Apr 30, 2020 to Sep 2, 2020factForm ADV
→ W••••••• F•••••••• S•••••••• I•••

Dated events

Occurred
Mar 18, 2024
Advisor changed firm
J••• A•••• S••••• left Kapela for J••••• I••• D•• S•••••••• W••••• M••••••••• G•••• (registered 2025-05-23)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5719e84f-3a15-310b-0539-5100c29ac89a
First observed: Apr 4, 1991
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.