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

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RIA / WealthAdvisor39 years in industry

G•••••• J••• J•••••

Advisor at A•••• W••••• A•••••••

SAN DIEGO, CA

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Search this name across graphsid dfx:ria:79c808b9-df62-e876-9cb7-c8a6a3a58fc2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Apr 21, 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: A•••• W••••• A•••••••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 27, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms

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
A•••• W••••• A•••••••	State registered	Oct 17, 2025	n/a	yes	SAN DIEGO, CA	Current employment
I••••••••• W••••• C••••••• L••	Independent wealth	Feb 1, 2023	Dec 21, 2023	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
I••••••••• W••••• C••••••• L••	A•••• W••••• A•••••••	Dec 21, 2023	Oct 17, 2025	666	Firm change after gap	RIA to state RIA
L••••• W••••• A•••••••• I•••	I••••••••• W••••• C••••••• L••	Mar 31, 2023

Relationships

Registered with (7)

→ A•••• W••••• A•••••••Registered adviserregistration: current employment
Oct 17, 2025 to presentfactForm ADV
→ I••••••••• W••••• C••••••• L••Registered adviserregistration: previous registration
Feb 1, 2023 to Dec 21, 2023factForm ADV
→ L••••• W••••• A•••••••• I•••Registered adviserregistration: previous registration
Jan 29, 2021 to Mar 31, 2023factForm ADV
→ A••••••••• F•••••••• S•••••••• L••

Dated events

Occurred
Dec 21, 2023
Advisor changed firm
G•••••• J••• J••••• left I••••••••• W••••• C••••••• L•• for A•••• W••••• A••••••• (registered 2025-10-17)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:79c808b9-df62-e876-9cb7-c8a6a3a58fc2
First observed: Apr 21, 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.