DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst22 years in industry

J•• L•••• F•••••

Advisor at I•• A•••••••• L••

ST. LOUIS, MO

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Search this name across graphsid dfx:ria:b6cb5a79-1740-066d-40f1-b85fb25a80fe

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 2, 2008 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: I•• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 9, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I•• A•••••••• L••	Independent wealth	Oct 20, 2014	n/a	yes	ST. LOUIS, MO	Current employment
I•• W••••• M••••••••• I•••	Bd affiliated wealth	May 2, 2008	Dec 31, 2014	no	DECATUR, IL\|ST. LOUIS, MO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I•• W••••• M••••••••• I•••	I•• A•••••••• L••	Dec 31, 2014	Oct 20, 2014	-72	Firm change after gap	Other

Relationships

Registered with (2)

→ I•• A•••••••• L••Registered adviserregistration: current employment
Oct 20, 2014 to presentfactForm ADV
→ I•• W••••• M••••••••• I•••Registered adviserregistration: previous registration
May 2, 2008 to Dec 31, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b6cb5a79-1740-066d-40f1-b85fb25a80fe
First observed: May 2, 2008
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.