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

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RIA / WealthAdvisorCertified Financial Planner15 years in industry

J••••• G•••• M••••

Advisor at T•••••••• C•••••• M••••••••• I•••

WATKINSVILLE, GA

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Search this name across graphsid dfx:ria:83658aff-f2f9-a97b-13d5-973f75e19cec

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 1
Observed: Nov 9, 2010 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

J••••• G•••• M••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: T•••••••• C•••••• M••••••••• I•••
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: Nov 4, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 3derivedfrom 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
T•••••••• C•••••• M••••••••• I•••	I•••••••••_WEALTH	Nov 22, 2022	n/a	yes	WATKINSVILLE, GA	Current employment
Z•••• I••••••••• M••••••••• I•••	Mixed wealth	Mar 24, 2022	Dec 6, 2022	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
Z•••• I••••••••• M••••••••• I•••	T•••••••• C•••••• M••••••••• I•••	Dec 6, 2022	Nov 22, 2022	-14	Firm change	RIA to RIA
I••••••••• F•••••••• P•••••••	Z•••• I••••••••• M••••••••• I•••	Mar 10, 2022

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
110237:214512:GA:2015-09-08	Sep 8, 2015	Jun 25, 2015	WATKINSVILLE, GA	Firm change after gap

Relationships

Registered with (5)

→ T•••••••• C•••••• M••••••••• I•••Registered adviserregistration: previous registration
Jun 25, 2015 to Dec 11, 2018factForm ADV
→ Z•••• I••••••••• M••••••••• I•••Registered adviserregistration: previous registration
Mar 24, 2022 to Dec 6, 2022factForm ADV
→ I••••••••• F•••••••• P•••••••Registered adviserregistration: previous registration
Nov 30, 2018 to Mar 10, 2022factForm ADV
→ T•••••••• C•••••• M••••••••• I••

Dated events

Occurred
Dec 6, 2022
Advisor changed firm
J••••• G•••• M•••• left Z•••• I••••••••• M••••••••• I••• for T•••••••• C•••••• M••••••••• I••• (registered 2022-11-22)
Form ADVobserved 7 days ago
Occurred
Mar 10, 2022
Advisor changed firm
J••••• G•••• M•••• left I••••••••• F•••••••• P••••••• for Z•••• I••••••••• M••••••••• I••• (registered 2022-03-24)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:83658aff-f2f9-a97b-13d5-973f75e19cec
First observed: Nov 9, 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.