DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

J•••••• F••••••••• O••••••

Advisor at B••••••• J•••• L••

Portland, OR | SEATTLE, WA

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Search this name across graphsid dfx:ria:81795963-454b-7206-d998-cb48a3b282c0

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Aug 1, 2019 to Sep 15, 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: B••••••• J•••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••• J•••• L••	Independent wealth	Apr 3, 2026	n/a	yes	SEATTLE, WA\|Portland, OR	Current employment
C•••••• S••••• • C••• I•••	National bd RIA	Aug 1, 2019	Apr 15, 2026	no	Los Altos, CA\|San Mateo, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• S••••• • C••• I•••	B••••••• J•••• L••	Apr 15, 2026	Apr 3, 2026	-12	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ B••••••• J•••• L••Registered adviserregistration: current employment
Apr 3, 2026 to presentfactForm ADV
→ C•••••• S••••• • C••• I•••Registered adviserregistration: previous registration
Aug 1, 2019 to Apr 15, 2026factForm ADV

Dated events

Occurred
Apr 15, 2026
Advisor changed firm
J•••••• F••••••••• O•••••• left C•••••• S••••• • C••• I••• for B••••••• J•••• L•• (registered 2026-04-03)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:81795963-454b-7206-d998-cb48a3b282c0
First observed: Aug 1, 2019
Last observed: Sep 15, 2026 7 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.