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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)24 years in industry

J•••••• K•• G••

Advisor at E••••• W•••••• L••

Morton Grove, IL | FORT LAUDERDALE, FL

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Search this name across graphsid dfx:ria:dfecbc64-c4a2-007f-106f-3926785f2cc1

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Oct 21, 2002 to Sep 15, 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: E••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 6derivedfrom 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
E••••• W•••••• L••	Independent wealth	Jan 3, 2020	n/a	yes	Morton Grove, IL\|FORT LAUDERDALE, FL	Current employment
E••••• W•••••• L••	Independent wealth	Jul 15, 2015	Dec 31, 2019	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
W•••••• • R•••	E••••• W•••••• L••	Dec 13, 2005	Jul 15, 2015	3,501	Firm change after gap	Other

Relationships

Registered with (2)

→ E••••• W•••••• L••Registered adviserregistration: previous registration
Jul 15, 2015 to Dec 31, 2019factForm ADV
→ W•••••• • R•••Registered adviserregistration: previous registration
Oct 21, 2002 to Dec 13, 2005factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dfecbc64-c4a2-007f-106f-3926785f2cc1
First observed: Oct 21, 2002
Last observed: Sep 15, 2026 7 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.