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

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RIA / WealthAdvisorChartered Financial Analystdual registered (broker-dealer)16 years in industry

J•••••• J••• M•••••

Advisor at I•••••• A•••••••• I•••

Natick, MA

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Search this name across graphsid dfx:ria:d72c01eb-04b6-7e99-92ea-cea06497241e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Nov 13, 2009 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•••••••• I•••
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 30, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 4

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•••••• A•••••••• I•••	Asset manager	Jun 5, 2018	n/a	yes	Natick, MA	Current employment
M••••••• I••••••••• M••••••••• ••• L••	Asset manager	Jun 7, 2010	May 18, 2018	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
M••••••• I••••••••• M••••••••• ••• L••	I•••••• A•••••••• I•••	May 18, 2018	Jun 5, 2018	18	Firm change	Other
J••• H•••••• I••••••••• M••••••••• L••	M••••••• I••••••••• M••••••••• ••• L••	Dec 31, 2010

Relationships

Registered with (5)

→ I•••••• A•••••••• I•••Registered adviserregistration: current employment
Jun 5, 2018 to presentfactForm ADV
→ M••••••• I••••••••• M••••••••• ••• L••Registered adviserregistration: previous registration
Jun 7, 2010 to May 18, 2018factForm ADV
→ J••• H•••••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
Jun 7, 2010 to Dec 31, 2010factForm ADV
→ A•••••••• F•••• M••••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d72c01eb-04b6-7e99-92ea-cea06497241e
First observed: Nov 13, 2009
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.