DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst21 years in industry

J••• D•••• H•••

Advisor at F••••• I•••••••••

Washougal, WA | PLANO, TX

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Search this name across graphsid dfx:ria:7ff7e618-c180-8ef0-8c27-304814d1ee51

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Dec 8, 2004 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: F••••• I•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 6, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••• I•••••••••	Independent wealth	Sep 26, 2012	n/a	yes	PLANO, TX\|Washougal, WA	Current employment
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Jun 9, 2009	Aug 10, 2012	no	KETCHUM, ID

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	F••••• I•••••••••	Aug 10, 2012	Sep 26, 2012	47	Firm change	Other
A• G• E•••••• • S•••• I•••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Jan 11, 2005	Jun 9, 2009

Relationships

Registered with (3)

→ F••••• I•••••••••Registered adviserregistration: current employment
Sep 26, 2012 to presentfactForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Jun 9, 2009 to Aug 10, 2012factForm ADV
→ A• G• E•••••• • S•••• I•••Registered adviserregistration: previous registration
Dec 8, 2004 to Jan 11, 2005factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7ff7e618-c180-8ef0-8c27-304814d1ee51
First observed: Dec 8, 2004
Last observed: Sep 14, 2026 9 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.