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

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RIA / WealthAdvisorCertified Financial Planner44 years in industry

J•••• A••••• F•••••

Advisor at A•••• O•• W••••• M••••••••• L••

Draper, UT

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Search this name across graphsid dfx:ria:b078236c-acc2-ca68-0862-4f6d2bff5895

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Aug 29, 1997 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: A•••• O•• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 22, 1982earliest registration or exam on IAPD
Years in industry: 44derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms

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
A•••• O•• W••••• M••••••••• L••	Independent wealth	Feb 10, 2026	n/a	yes	Draper, UT	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Dec 2, 2019	Feb 11, 2026	no

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
L•• F•••••••• L••	A•••• O•• W••••• M••••••••• L••	Feb 11, 2026	Feb 10, 2026	-1	Firm change	Ibd to RIA
T•••• A•••••••• L••	L•• F•••••••• L••	Dec 3, 2019

Relationships

Registered with (4)

→ A•••• O•• W••••• M••••••••• L••Registered adviserregistration: current employment
Feb 10, 2026 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Dec 2, 2019 to Feb 11, 2026factForm ADV
→ T•••• A•••••••• L••Registered adviserregistration: previous registration
Mar 29, 2012 to Dec 3, 2019factForm ADV
→ F•• S••••••••• C•••••••••

Dated events

Occurred
Feb 11, 2026
Advisor changed firm
J•••• A••••• F••••• left L•• F•••••••• L•• for A•••• O•• W••••• M••••••••• L•• (registered 2026-02-10)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b078236c-acc2-ca68-0862-4f6d2bff5895
First observed: Aug 29, 1997
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.