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.

Firm class

former SEC adviserderivedabsent from the latest SEC roster

Regulatory AUM

$5.3MItem 5.F on the latest filing (2022-03-30); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$5.3M

Private client RAUM

$5.3MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$2.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

1

Advisory employees

1

Offices

0Schedule D 1.F, beyond the principal office

Accounts

15

Individual clients

15

High net worth clients

0

SEC number

801-117117

CRD

291390

Filings on the tape

5

First filed

Jul 3, 2019

Latest filed

Mar 30, 2022

Organised

Limited Liability Company, Michigan

• Occurred

  Jul 3, 2019
  First Form ADV filing

  Jt Asset Allocation Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5eb42603-d5bd-9022-0f63-ce3e4f1bb6d7

First observed

Jul 3, 2019

Last observed

Mar 30, 2022 54 months ago

Source families

Federal regulator filings

3 registered feeds 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.