DFX Intelligence

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

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RIA / WealthAdvisor37 years in industry

J•••• R•••••• M•••••

Advisor at J• M••••• A•••• A•• T•• M•••••••••

WESTBROOK, ME

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Search this name across graphsid dfx:ria:da5cf826-6c45-b92d-91bb-877225daa22f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Oct 15, 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: J• M••••• A•••• A•• T•• M•••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Oct 1, 1988earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J• M••••• A•••• A•• T•• M•••••••••	State registered	Jan 12, 2017	n/a	yes	WESTBROOK, ME	Current employment
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	Jan 4, 2010	Jan 16, 2017	no	WESTBROOK, ME

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• I••••••••• R••••••• A•••••••• I•••	J• M••••• A•••• A•• T•• M•••••••••	Jan 16, 2017	Jan 12, 2017	-4	Firm change	Other
A•••••• A••••••• S•••••••	C•••••••• I••••••••• R••••••• A•••••••• I•••	Dec 31, 2009	Jan 4, 2010

Relationships

Registered with (3)

→ J• M••••• A•••• A•• T•• M•••••••••Registered adviserregistration: current employment
Jan 12, 2017 to presentfactForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: previous registration
Jan 4, 2010 to Jan 16, 2017factForm ADV
→ A•••••• A••••••• S•••••••Registered adviserregistration: previous registration
Oct 15, 2002 to Dec 31, 2009factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:da5cf826-6c45-b92d-91bb-877225daa22f
First observed: Oct 15, 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.