DFX Intelligence

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

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RIA / WealthAdvisor17 years in industry

J••••• W•••• K••••

Advisor at E••••• W•••••• L••

STEVENS POINT, WI | Canby, OR

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Search this name across graphsid dfx:ria:6a19e1d7-78c3-3646-dde0-c70fd5ad365c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Apr 17, 2009 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: E••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 17, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E••••• W•••••• L••	Independent wealth	Jan 27, 2023	n/a	yes	STEVENS POINT, WI\|Canby, OR	Current employment
T••••••• A•••••• N••••••• L••	Bd affiliated wealth	Nov 25, 2020	Jan 27, 2023	no	MINNEAPOLIS, MN\|Portland, OR

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••••• A•••••• N••••••• L••	E••••• W•••••• L••	Jan 27, 2023	Jan 27, 2023	0	Firm change	Ibd to new firm
T••••••• I••••••••• M••••••••• I•••	T••••••• A•••••• N••••••• L••	Jan 6, 2021	Nov 25, 2020

Relationships

Registered with (4)

→ E••••• W•••••• L••Registered adviserregistration: current employment
Jan 27, 2023 to presentfactForm ADV
→ T••••••• A•••••• N••••••• L••Registered adviserregistration: previous registration
Nov 25, 2020 to Jan 27, 2023factForm ADV
→ T••••••• I••••••••• M••••••••• I•••Registered adviserregistration: previous registration
May 24, 2019 to Jan 6, 2021factForm ADV
→ E••••• J••••

Dated events

Occurred
Jan 27, 2023
A•••••• firm change
J••••• W•••• K•••• left T••••••• A•••••• N••••••• L•• for E••••• W•••••• L•• (registered 2023-01-27)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6a19e1d7-78c3-3646-dde0-c70fd5ad365c
First observed: Apr 17, 2009
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.