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RIA / WealthAdvisorCertified Financial Planner20 years in industry

JIYON W TUMAN

Advisor at WEALTHSPRING FINANCIAL ADVISORS, LLC

BETHESDA, MD

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Nov 1, 2005 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: WEALTHSPRING FINANCIAL ADVISORS, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 10, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Oct 10, 2005
First registration: Nov 1, 2005
Dual registered: no
Other names: JIYON W TUMAN|JUNE JAY TUMAN
IAPD individual key: 4533124

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
WEALTHSPRING FINANCIAL ADVISORS, LLC	State registered	Feb 14, 2018	n/a	yes	BETHESDA, MD	Current employment
WEALTHSPRING FINANCIAL ADVISORS, LLC	State registered	Jan 3, 2011	Dec 31, 2017	no	BETHESDA, MD	Previous registration
SAGEVEST WEALTH MANAGEMENT	Independent wealth	Dec 19, 2007	Oct 10, 2008	no	MCLEAN, VA	Previous registration
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	Former SEC adviser	Aug 28, 2006	Nov 9, 2007	no	SPRINGFIELD, VA	Previous registration
MUTUAL SERVICE CORPORATION	n/a	Nov 1, 2005	Aug 17, 2006	no	SPRINGFIELD, VA\|SPRINGFIELD, VA	Previous registration

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
SAGEVEST WEALTH MANAGEMENT	WEALTHSPRING FINANCIAL ADVISORS, LLC	Oct 10, 2008	Jan 3, 2011	815	Firm change after gap	Other
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	SAGEVEST WEALTH MANAGEMENT	Nov 9, 2007	Dec 19, 2007	40	Firm change	Other
MUTUAL SERVICE CORPORATION	NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	Aug 17, 2006	Aug 28, 2006	11	Firm change	Other

Relationships

Registered with (4)

→ WEALTHSPRING FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 3, 2011 to Dec 31, 2017factForm ADV
→ SAGEVEST WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Dec 19, 2007 to Oct 10, 2008factForm ADV
→ NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)Registered adviserregistration: previous registration
Aug 28, 2006 to Nov 9, 2007factForm ADV
→ MUTUAL SERVICE CORPORATIONRegistered adviserregistration: previous registration
Nov 1, 2005 to Aug 17, 2006factForm ADV

Dated events

No dated event names this entity yet.