DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

J••••••• E••••• M•••••

Advisor at P••••••• A••••••• S•••••••• I•••

ENGLEWOOD, CO

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Search this name across graphsid dfx:ria:73c12293-7d78-6157-eb61-728df49622e6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Apr 9, 2012 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

J••••••• E••••• M•••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: P••••••• A••••••• S•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 31, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••••••• A••••••• S•••••••• I•••	Independent wealth	Jan 9, 2021	n/a	yes	ENGLEWOOD, CO	Current employment
P••••••• A••••••• S•••••••• I•••	Independent wealth	Apr 9, 2012	Dec 31, 2020	no	ENGLEWOOD, CO	Previous registration

Relationships

Registered with (1)

→ P••••••• A••••••• S•••••••• I•••Registered adviserregistration: previous registration
Apr 9, 2012 to Dec 31, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:73c12293-7d78-6157-eb61-728df49622e6
First observed: Apr 9, 2012
Last observed: Sep 14, 2026 8 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.