DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)31 years in industry

J•• A•••• H••••••

Advisor at P•••• S•••••• • C••

MINNEAPOLIS, MN

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Search this name across graphsid dfx:ria:95212b8a-d76f-7111-0084-f5273923b6d0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Apr 4, 2012 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: P•••• S•••••• • C••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Mar 15, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••• S•••••• • C••	Institutional manager	Aug 5, 2016	n/a	yes	MINNEAPOLIS, MN	Current employment
P•••• J•••••• I••••••••• M••••••••• L••	Former SEC adviser	Apr 4, 2012	Aug 5, 2016	no	MINNEAPOLIS, MN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•••• J•••••• I••••••••• M••••••••• L••	P•••• S•••••• • C••	Aug 5, 2016	Aug 5, 2016	0	Firm change	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
145876:665:MN:2016-08-05	Aug 5, 2016	Aug 5, 2016	MINNEAPOLIS, MN	Firm change

Relationships

Registered with (2)

→ P•••• S•••••• • C••Registered adviserregistration: current employment
Aug 5, 2016 to presentfactForm ADV
→ P•••• J•••••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
Apr 4, 2012 to Aug 5, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:95212b8a-d76f-7111-0084-f5273923b6d0
First observed: Apr 4, 2012
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.