DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor19 years in industry

J••• A••• J•••••••

Advisor at W••••• Q••••••••• L••

TOMS RIVER, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ddba7a34-9b03-3d42-f8ce-b6cfa776f064

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Sep 22, 2008 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••••• Q••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••• Q••••••••• L••	Independent wealth	Jun 7, 2016	n/a	yes	TOMS RIVER, NJ	Current employment
J• W• C••• A•••••••• I•••	Bd affiliated wealth	Oct 18, 2013	May 6, 2016	no	TOMS RIVER, NJ\|TAMPA, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J• W• C••• A•••••••• I•••	W••••• Q••••••••• L••	May 6, 2016	Jun 7, 2016	32	Firm change	Other
W•••• A••••••• S•••••••	J• W• C••• A•••••••• I•••	Oct 30, 2013	Oct 18, 2013

Team moves

••• Locked

Team	Left	Joined	From	Kind
112294:282967:FL:2016-05-06	May 6, 2016	Jun 7, 2016	TAMPA, FL	Firm change

Relationships

Registered with (3)

→ W••••• Q••••••••• L••Registered adviserregistration: current employment
Jun 7, 2016 to presentfactForm ADV
→ J• W• C••• A•••••••• I•••Registered adviserregistration: previous registration
Oct 18, 2013 to May 6, 2016factForm ADV
→ W•••• A••••••• S•••••••Registered adviserregistration: previous registration
Sep 22, 2008 to Oct 30, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ddba7a34-9b03-3d42-f8ce-b6cfa776f064
First observed: Sep 22, 2008
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.