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

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RIA / WealthAdvisorChartered Financial Analystdual registered (broker-dealer)22 years in industry

J••••• P•••••• J•••••••

Advisor at I••••••••• A••••••• G•••• L••

GLASTONBURY, CT | Bluffton, SC | SHELTON, CT | BRISTOL, CT | Bristol, CT

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Search this name across graphsid dfx:ria:66d33381-00e3-7834-d039-8dc7ec849fe1

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 1, 2004 to Sep 15, 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: I••••••••• A••••••• G•••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 1, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 22derivedfrom the current registration's begin date
Current registrations

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••••• F•••••••• N••••••	National bd RIA	Feb 14, 2005	n/a	yes	GLASTONBURY, CT\|BRISTOL, CT\|Bluffton, SC\|Bristol, CT	Current employment
I••••••••• A••••••• G•••• L••	Independent wealth	May 10, 2004	n/a	yes

Relationships

Registered with (2)

→ C••••••••• F•••••••• N••••••Registered adviserregistration: current employment
Feb 14, 2005 to presentfactForm ADV
→ I••••••••• A••••••• G•••• L••Registered adviserregistration: current employment
May 10, 2004 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:66d33381-00e3-7834-d039-8dc7ec849fe1
First observed: Feb 1, 2004
Last observed: Sep 15, 2026 7 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.