DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner12 years in industry

J•••• M••••• J•••••

Advisor at M••• W•••••

DENVER, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9b607e1b-0bb7-a057-9d78-66165dcdc767

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Mar 20, 2015 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: M••• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••• W•••••	Independent wealth	Mar 5, 2024	n/a	yes	DENVER, CO	Current employment
M••••• G•••• I••••••••• A•••••••• L••	Independent wealth	Feb 25, 2022	Mar 5, 2024	no	Denver, CO\|ST. LOUIS, MO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• G•••• I••••••••• A•••••••• L••	M••• W•••••	Mar 5, 2024	Mar 5, 2024	0	Firm change	RIA to RIA
M••••• G••••• A••••••• I•••	M••••• G•••• I••••••••• A•••••••• L••	Feb 20, 2022	Feb 25, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
110919:147363:CO:2021-03-29	Mar 29, 2021	Jul 29, 2020	GREENWOOD VILLAGE, CO	Firm change after gap

Relationships

Registered with (5)

→ M••• W•••••Registered adviserregistration: current employment
Mar 5, 2024 to presentfactForm ADV
→ M••••• G•••• I••••••••• A•••••••• L••Registered adviserregistration: previous registration
Feb 25, 2022 to Mar 5, 2024factForm ADV
→ M••••• G••••• A••••••• I•••Registered adviserregistration: previous registration
Jul 29, 2020 to Feb 20, 2022factForm ADV
→ M• J• S•••• A•• A•••••••••

Dated events

Occurred
Mar 5, 2024
Advisor changed firm
J•••• M••••• J••••• left M••••• G•••• I••••••••• A•••••••• L•• for M••• W••••• (registered 2024-03-05)
Form ADVobserved 7 days ago
Occurred
Feb 20, 2022
Advisor changed firm
J•••• M••••• J••••• left M••••• G••••• A••••••• I••• for M••••• G•••• I••••••••• A•••••••• L•• (registered 2022-02-25)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9b607e1b-0bb7-a057-9d78-66165dcdc767
First observed: Mar 20, 2015
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.