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

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RIA / WealthAdvisor28 years in industry

J••• C•••••• F•••

Advisor at J••• C• F•••• D•• E•••••••• P•••••••• M•••••••••

TILLAMOOK, OR

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Search this name across graphsid dfx:ria:b2fb200c-3d70-4179-28af-d0c3f7c04155

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Nov 10, 1999 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••• C• F•••• D•• E•••••••• P•••••••• M•••••••••
Current firm class: former SEC adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 3, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 7derivedfrom 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
J••• C• F•••• D•• E•••••••• P•••••••• M•••••••••	Former SEC adviser	Feb 26, 2019	n/a	yes	TILLAMOOK, OR	Current employment
A•••••••• F••• A•••••••• I•••	Former SEC adviser	Apr 2, 2012	Dec 31, 2017	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
J••• C• F•••• D•• E•••••••• P•••••••• M•••••••••	A•••••••• F••• A•••••••• I•••	Dec 31, 2018	Apr 2, 2012	-2,464	Firm change after gap	Other
A•••••••• F••• A•••••••• I•••	J••• C• F•••• D•• E•••••••• P•••••••• M•••••••••	Dec 31, 2017

Relationships

Registered with (3)

→ J••• C• F•••• D•• E•••••••• P•••••••• M•••••••••Registered adviserregistration: previous registration
Jul 16, 2010 to Dec 31, 2018factForm ADV
→ A•••••••• F••• A•••••••• I•••Registered adviserregistration: previous registration
Apr 2, 2012 to Dec 31, 2017factForm ADV
→ N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N••Registered adviserregistration: previous registration
Nov 10, 1999 to Jul 27, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b2fb200c-3d70-4179-28af-d0c3f7c04155
First observed: Nov 10, 1999
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.