DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)30 years in industry

J••• G••• J••••••

Advisor at L•• F•••••••• L••

PORTLAND, OR | SAN DIEGO, CA

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:af865718-85a7-a726-4676-cc53009f8b0f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Oct 11, 2006 to Sep 15, 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: L•• F•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Dec 8, 1995earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 7

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•• F•••••••• L••	Bd affiliated wealth	Jul 16, 2018	n/a	yes	PORTLAND, OR\|SAN DIEGO, CA	Current employment
W•••• F•••• A•••••••	Wirehouse	Oct 12, 2012	Jul 18, 2018	no	PORTLAND, OR	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	L•• F•••••••• L••	Jul 18, 2018	Jul 16, 2018	-2	Firm change	Wirehouse to RIA
J•• C•••••• A•••••••• L••	W•••• F•••• A•••••••	Jun 18, 2012	Oct 12, 2012

Relationships

Registered with (7)

→ L•• F•••••••• L••Registered adviserregistration: current employment
Jul 16, 2018 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Oct 12, 2012 to Jul 18, 2018factForm ADV
→ J•• C•••••• A•••••••• L••Registered adviserregistration: previous registration
Apr 11, 2012 to Jun 18, 2012factForm ADV
→ P•••••• I••••••••• C••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:af865718-85a7-a726-4676-cc53009f8b0f
First observed: Oct 11, 2006
Last observed: Sep 15, 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.