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

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RIA / WealthAdvisordual registered (broker-dealer)38 years in industry

J••• W••••• J••••••

Advisor at C••••• I••••••••• A••••••• L••

FORT WAYNE, IN | Fort Wayne, IN

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Search this name across graphsid dfx:ria:cd148c68-bee8-87cb-b7e6-1139fd5be39c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Sep 4, 2020 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: C••••• I••••••••• A••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 18, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 6derivedfrom 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
H•••• C••• P••••••• L••	Mixed wealth	Apr 4, 2024	n/a	yes	Fort Wayne, IN	Current employment
C••••• I••••••••• A••••••• L••	Bd affiliated wealth	Jun 22, 2020	n/a	yes	FORT WAYNE, IN

Relationships

Registered with (2)

→ H•••• C••• P••••••• L••Registered adviserregistration: previous registration
Sep 4, 2020 to Nov 30, 2020factForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: current employment
Jun 22, 2020 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cd148c68-bee8-87cb-b7e6-1139fd5be39c
First observed: Sep 4, 2020
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.