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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant42 years in industry

J•••• B•••••

Advisor at W••••• E••••••••• A••••••• S•••••••• L••

PLYMOUTH, MN | WEST CONSHOHOCKEN, PA

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Search this name across graphsid dfx:ria:d784baed-e741-a546-3b50-8d25857f77ec

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Nov 13, 2000 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: W••••• E••••••••• A••••••• S•••••••• 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: Apr 30, 1984earliest registration or exam on IAPD
Years in industry: 42derivedfrom the industry start date
Years at current firm: 1derivedfrom 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
W••••• E••••••••• A••••••• S•••••••• L••	Bd affiliated wealth	May 16, 2025	n/a	yes	WEST CONSHOHOCKEN, PA\|PLYMOUTH, MN	Current employment
M••••• W•••••• L••	Former SEC adviser	Dec 1, 2021	May 19, 2025	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••••• W•••••• L••	W••••• E••••••••• A••••••• S•••••••• L••	May 19, 2025	May 16, 2025	-3	Bulk transfer	RIA to ibd
F•••••••• A•••••••• L••	C••••••••• F•••••••• N••••••	Dec 31, 2021

Relationships

Registered with (4)

→ W••••• E••••••••• A••••••• S•••••••• L••Registered adviserregistration: current employment
May 16, 2025 to presentfactForm ADV
→ M••••• W•••••• L••Registered adviserregistration: previous registration
Dec 1, 2021 to May 19, 2025factForm ADV
→ F•••••••• A•••••••• L••Registered adviserregistration: previous registration
Nov 13, 2000 to Dec 31, 2021factForm ADV
→ C••••••••• F•••••••• N••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d784baed-e741-a546-3b50-8d25857f77ec
First observed: Nov 13, 2000
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.