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

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

M•••••• J•••• M••••••••

Advisor at I•••••••• W••••• L••

EUGENE, OR

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Search this name across graphsid dfx:ria:d3d7f57f-0baf-3738-0dc4-214542950dcf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jul 24, 2017 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•••••••• W••••• 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: Dec 1, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom 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
I•••••••• W••••• L••	Independent wealth	Jul 1, 2024	n/a	yes	EUGENE, OR	Current employment
J••••••••• F•••••••• A•••••••	n/a	Aug 4, 2021	Jun 24, 2024	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••••••••• F•••••••• A•••••••	I•••••••• W••••• L••	Jun 24, 2024	Jul 1, 2024	7	Firm change	Other
R•••• • Y• I••••••••• A•••••••• L••	J••••••••• F•••••••• A•••••••	Jul 23, 2021

Relationships

Registered with (6)

→ I•••••••• W••••• L••Registered adviserregistration: current employment
Jul 1, 2024 to presentfactForm ADV
→ J••••••••• F•••••••• A•••••••Registered adviserregistration: previous registration
Aug 4, 2021 to Jun 24, 2024factForm ADV
→ R•••• • Y• I••••••••• A•••••••• L••Registered adviserregistration: previous registration
Sep 1, 2020 to Jul 23, 2021factForm ADV
→ M•••••••Registered adviser

Dated events

Occurred
Jun 24, 2024
Advisor changed firm
M•••••• J•••• M•••••••• left J••••••••• F•••••••• A••••••• for I•••••••• W••••• L•• (registered 2024-07-01)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d3d7f57f-0baf-3738-0dc4-214542950dcf
First observed: Jul 24, 2017
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.