DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

Alexandra Ryann Schiffer

Advisor at WILLOW WEALTH

NEW YORK, NY

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:a628fbad-c715-b11c-4180-97f07f637621

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: May 25, 2021 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: WILLOW WEALTH
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: May 24, 2021
First registration: May 25, 2021
Dual registered: yes, broker-dealer
Other names: Allie Schiffer|Alexandra Schiffer
IAPD individual key: 6648995

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
WILLOW WEALTH	Asset manager	May 11, 2023	n/a	yes	NEW YORK, NY	Current employment
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC	Former SEC adviser	May 25, 2021	May 18, 2022	no	New York, NY	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
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC	WILLOW WEALTH	May 18, 2022	May 11, 2023	358	Firm change	Other

Relationships

Registered with (2)

→ WILLOW WEALTHRegistered adviserregistration: current employment
May 11, 2023 to presentfactForm ADV
→ J.P. MORGAN PRIVATE WEALTH ADVISORS LLCRegistered adviserregistration: previous registration
May 25, 2021 to May 18, 2022factForm ADV

Dated events

Occurred
May 18, 2022
Advisor changed firm
Alexandra Ryann Schiffer left J.P. Morgan Private Wealth Advisors Llc for Willow Wealth (registered 2023-05-11)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a628fbad-c715-b11c-4180-97f07f637621
First observed: May 25, 2021
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.

Alexandra Ryann Schiffer

Advisor at WILLOW WEALTH

NEW YORK, NY

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:a628fbad-c715-b11c-4180-97f07f637621

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:45 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

WILLOW WEALTH

Asset manager

May 11, 2023

n/a

yes

NEW YORK, NY

Current employment

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

Former SEC adviser

May 25, 2021

May 18, 2022

New York, NY

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

WILLOW WEALTH

May 18, 2022

May 11, 2023

358

Firm change

Other