DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)20 years in industry

J•••• M•••• H••••••

Advisor at R•••••• J•••• F•••••••• S••••••• A•••••••• I••

Nashville, TN

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Search this name across graphsid dfx:ria:a4fe73b3-e9a6-58ef-68d4-3c935e177be9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Mar 17, 2006 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: R•••••• J•••• F•••••••• S••••••• A•••••••• I••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Mar 16, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Jan 10, 2013	n/a	yes	Nashville, TN	Current employment
R•••••• J•••• • A••••••••• I•••	National bd RIA	Nov 20, 2007	Dec 31, 2012	no	NASHVILLE, TN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• • A••••••••• I•••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Dec 31, 2012	Jan 10, 2013	10	Firm change	Other
G••••• • G••• W••••• M•••••••••	R•••••• J•••• • A••••••••• I•••	Jul 20, 2006	Nov 20, 2007

Relationships

Registered with (3)

→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: current employment
Jan 10, 2013 to presentfactForm ADV
→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: previous registration
Nov 20, 2007 to Dec 31, 2012factForm ADV
→ G••••• • G••• W••••• M•••••••••Registered adviserregistration: previous registration
Mar 17, 2006 to Jul 20, 2006factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a4fe73b3-e9a6-58ef-68d4-3c935e177be9
First observed: Mar 17, 2006
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.