DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst10 years in industry

J••••• E••••• S••••••

Advisor at A•••••• W••••• L•

LAKE OSWEGO, OR

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Search this name across graphsid dfx:ria:81a798d5-86ce-8ce0-7cfb-f15e190e5ad6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Sep 29, 2016 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••••• L•
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••••• W••••• L•	Independent wealth	Dec 13, 2022	n/a	yes	LAKE OSWEGO, OR	Current employment
M••••••	Bd affiliated wealth	Apr 1, 2019	Nov 29, 2022	no	CORTE MADERA, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••••	A•••••• W••••• L•	Nov 29, 2022	Dec 13, 2022	14	Firm change	Ibd to RIA
A•••••• A•••••••• I•••	M••••••	Apr 23, 2019	Apr 1, 2019

Team moves

••• Locked

Team	Left	Joined	From	Kind
148520:140195:CA:2019-04-23	Apr 23, 2019	Apr 1, 2019	CORTE MADERA, CA	Firm change

Relationships

Registered with (3)

→ A•••••• W••••• L•Registered adviserregistration: current employment
Dec 13, 2022 to presentfactForm ADV
→ M••••••Registered adviserregistration: previous registration
Apr 1, 2019 to Nov 29, 2022factForm ADV
→ A•••••• A•••••••• I•••Registered adviserregistration: previous registration
Sep 29, 2016 to Apr 23, 2019factForm ADV

Dated events

Occurred
Nov 29, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:81a798d5-86ce-8ce0-7cfb-f15e190e5ad6
First observed: Sep 29, 2016
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.