DFX Intelligence

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

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RIA / WealthAdvisor34 years in industry

J••••••• J•• D••••

Advisor at F•••• P••••••• W•••••• L••

Newton, MA

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Search this name across graphsid dfx:ria:db318595-f988-bccd-bfb4-80b3ab027f41

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Oct 24, 2002 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

J••••••• J•• D••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: F•••• P••••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••• P••••••• W•••••• L••	Independent wealth	Sep 22, 2022	n/a	yes	Newton, MA	Current employment
D•••• A•• C•••••• I••	Former SEC adviser	Oct 24, 2002	Dec 31, 2021	no	NEWTON, MA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
D•••• A•• C•••••• I••	F•••• P••••••• W•••••• L••	Dec 31, 2021	Sep 22, 2022	265	Firm change	RIA to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
106924:159289:MA:2021-12-31	Dec 31, 2021	Sep 22, 2022	NEWTON, MA	Firm change

Relationships

Registered with (2)

→ F•••• P••••••• W•••••• L••Registered adviserregistration: current employment
Sep 22, 2022 to presentfactForm ADV
→ D•••• A•• C•••••• I••Registered adviserregistration: previous registration
Oct 24, 2002 to Dec 31, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:db318595-f988-bccd-bfb4-80b3ab027f41
First observed: Oct 24, 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.