DFX Intelligence

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

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RIA / WealthAdvisor10 years in industry

J••••• V••• S•••••••

Advisor at J•••••• C•••••• M••••••••• L••

HIGHLAND, UT

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Search this name across graphsid dfx:ria:659990eb-ec93-54b7-08f3-7eda1c94fa7d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 19, 2019 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•••••• C•••••• M••••••••• L••
Current firm class: former SEC adviserderived
Book size: not public••• Locked
Industry start: Jul 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J•••••• C•••••• M••••••••• L••	Former SEC adviser	Jan 10, 2024	n/a	yes	HIGHLAND, UT	Current employment
J•••••• C•••••• M••••••••• L••	Former SEC adviser	Jul 1, 2022	Dec 31, 2022	no	HIGHLAND, UT	Previous registration

Relationships

Registered with (1)

→ J•••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Jul 1, 2022 to Dec 31, 2022factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:659990eb-ec93-54b7-08f3-7eda1c94fa7d
First observed: Mar 19, 2019
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.