DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Consultant27 years in industry

J•••••• R•••• S••••••

Advisor at J•• W••••• M••••••••• L••

SOUTH JORDAN, UT

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Search this name across graphsid dfx:ria:77ccd605-af66-2a76-7a16-f236f41de430

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Apr 14, 2003 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•• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 1, 1998earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J•• W••••• M••••••••• L••	Independent wealth	Feb 20, 2020	n/a	yes	SOUTH JORDAN, UT	Current employment
A•• I••••••••• A•••••••• I•••	Former SEC adviser	Jun 13, 2018	Feb 19, 2020	no	KAYSVILLE, UT	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•• I••••••••• A•••••••• I•••	J•• W••••• M••••••••• L••	Feb 19, 2020	Feb 20, 2020	1	Firm change	RIA to RIA
A•••••• I••••••••• A•••••••• L••	A•• I••••••••• A•••••••• I•••	Jun 28, 2018	Jun 13, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
293750:306294:UT:2020-02-19	Feb 19, 2020	Feb 20, 2020	KAYSVILLE, UT	Firm change
157314:293750:UT:2018-06-14	Jun 28, 2018	Jun 13, 2018	SOUTH JORDAN, UT	Firm change

Relationships

Registered with (6)

→ J•• W••••• M••••••••• L••Registered adviserregistration: current employment
Feb 20, 2020 to presentfactForm ADV
→ A•• I••••••••• A•••••••• I•••Registered adviserregistration: previous registration
Jun 13, 2018 to Feb 19, 2020factForm ADV
→ A•••••• I••••••••• A•••••••• L••Registered adviserregistration: previous registration
Sep 11, 2012 to Jun 28, 2018factForm ADV
→ SPC

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:77ccd605-af66-2a76-7a16-f236f41de430
First observed: Apr 14, 2003
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.