DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner16 years in industry

C••••••••• T••• J••••

Advisor at J•• W••••• M••••••••• L••

BEND, OR | Bend, OR

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Search this name across graphsid dfx:ria:a85f1cc6-a04a-c44e-6e26-70abb66d7142

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Aug 29, 2012 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: J•• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J•• W••••• M••••••••• L••	Independent wealth	Oct 26, 2022	n/a	yes	Bend, OR\|BEND, OR	Current employment
F••••••• P••••••• A•• W•••••••• A•••••••	Former SEC adviser	Jul 13, 2018	Apr 7, 2022	no	BOSTON, MA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F••••••• P••••••• A•• W•••••••• A•••••••	J•• W••••• M••••••••• L••	Apr 7, 2022	Oct 26, 2022	202	Firm change	Ibd to RIA
S•••••••• A••••••• L••	F••••••• P••••••• A•• W•••••••• A•••••••	Jul 13, 2018	Jul 13, 2018

Relationships

Registered with (3)

→ J•• W••••• M••••••••• L••Registered adviserregistration: current employment
Oct 26, 2022 to presentfactForm ADV
→ F••••••• P••••••• A•• W•••••••• A•••••••Registered adviserregistration: previous registration
Jul 13, 2018 to Apr 7, 2022factForm ADV
→ S•••••••• A••••••• L••Registered adviserregistration: previous registration
Aug 29, 2012 to Jul 13, 2018factForm ADV

Dated events

Occurred
Apr 7, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a85f1cc6-a04a-c44e-6e26-70abb66d7142
First observed: Aug 29, 2012
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.