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.

Current firm

SOWELL MANAGEMENT

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

Apr 30, 1985earliest registration or exam on IAPD

Years in industry

41derivedfrom the industry start date

Years at current firm

10derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S65|S63

First exam

Apr 30, 1985

First registration

Jun 5, 2003

Dual registered

no

Other names

JAMES JON BENET|JON JON BENET

IAPD individual key

1353517

Graph

RIA / Wealth Management

Canonical id

dfx:ria:98776f7c-520a-377b-0f76-00dc57d50c00

First observed

Jun 5, 2003

Last observed

Sep 14, 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.