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

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RIA / WealthAdvisorCertified Financial Planner16 years in industry

J••• H••••• B••••••

Advisor at J•• F•••••••• G•••• L••

DOWNERS GROVE, IL

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Search this name across graphsid dfx:ria:7ee7dd9f-77a0-ffc4-2581-32a892e6cfbc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 1, 2010 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•• F•••••••• 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: Jun 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 6derivedfrom 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
J•• F•••••••• G•••• L••	Independent wealth	Apr 21, 2020	n/a	yes	DOWNERS GROVE, IL	Current employment
M•••••••• F•••••••• P•••••••••	Independent wealth	Jul 1, 2010	Apr 15, 2020	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
M•••••••• F•••••••• P•••••••••	J•• F•••••••• G•••• L••	Apr 15, 2020	Apr 21, 2020	6	Firm change	RIA to RIA

Relationships

Registered with (2)

→ J•• F•••••••• G•••• L••Registered adviserregistration: current employment
Apr 21, 2020 to presentfactForm ADV
→ M•••••••• F•••••••• P•••••••••Registered adviserregistration: previous registration
Jul 1, 2010 to Apr 15, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7ee7dd9f-77a0-ffc4-2581-32a892e6cfbc
First observed: Jul 1, 2010
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.