DFX Intelligence

B•••• R••••• J•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor35 years in industry

B•••• R••••• J•••••

Advisor at J••••• P•••••••• L••

HACKENSACK, NJ

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 2:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: May 20, 2005 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••••• P•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 1, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J••••• P•••••••• L••	State registered	Mar 23, 2017	n/a	yes	HACKENSACK, NJ	Current employment
K••••••••• F•••••••• A••••••• L••	Independent wealth	Aug 31, 2007	Mar 17, 2017	no	ROSELAND, NJ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
K••••••••• F•••••••• A••••••• L••	J••••• P•••••••• L••	Mar 17, 2017	Mar 23, 2017	6	Firm change	Other
J••••• F••••••••	K••••••••• F•••••••• A••••••• L••	Apr 19, 2010	Aug 31, 2007

Relationships

Registered with (3)

→ J••••• P•••••••• L••Registered adviserregistration: current employment
Mar 23, 2017 to presentfactForm ADV
→ K••••••••• F•••••••• A••••••• L••Registered adviserregistration: previous registration
Aug 31, 2007 to Mar 17, 2017factForm ADV
→ J••••• F••••••••Registered adviserregistration: previous registration
May 20, 2005 to Apr 19, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: May 20, 2005
Last observed: Sep 14, 2026 10 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.