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

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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

J•••• M••••••• J••••

Advisor at ••••••••

Saint Louis, MO

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Search this name across graphsid dfx:ria:c890d16b-93bc-62dd-82bc-6c0ca3fd1a8b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 2
On other graphs: 0
Observed: Jul 2, 2002 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: ••••••••
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: Jun 12, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 10

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
••••••••	Independent wealth	Jun 8, 2026	n/a	yes	Saint Louis, MO	Current employment
C•••••• S••••• • C••• I•••	National bd RIA	Aug 3, 2023	Jul 31, 2024	no	St. Peters, MO\|Omaha, NE\|St Louis, MO

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
C•••••• S••••• • C••• I•••	••••••••	Jul 31, 2024	Jun 8, 2026	677	Firm change after gap	Ibd to RIA
W•••• F•••• A•••••••	C•••••• S••••• • C••• I•••	Jun 22, 2022

Relationships

Registered with (8)

→ ••••••••Registered adviserregistration: current employment
Jun 8, 2026 to presentfactForm ADV
→ C•••••• S••••• • C••• I•••Registered adviserregistration: previous registration
Aug 3, 2023 to Jul 31, 2024factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Apr 8, 2016 to Jun 22, 2022factForm ADV
→ E••••••• W••••• M•••••••••

Dated events

Occurred
Jul 31, 2024
Advisor changed firm
J•••• M••••••• J•••• left C•••••• S••••• • C••• I••• for &Partners (registered 2026-06-08)
Form ADVobserved 7 days ago
Occurred
Jun 22, 2022
Advisor changed firm
J•••• M••••••• J•••• left W•••• F•••• A••••••• for C•••••• S••••• • C••• I••• (registered 2023-08-03)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c890d16b-93bc-62dd-82bc-6c0ca3fd1a8b
First observed: Jul 2, 2002
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.