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

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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

J••••• G••• M••••••

Advisor at H••••••• F••••

WAYNE, PA

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Search this name across graphsid dfx:ria:e48d204c-b71a-19b6-d76a-051ec5fa9241

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Feb 11, 2009 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: H••••••• F••••
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 26, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 2

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
H••••••• F••••	Asset manager	Jan 23, 2015	n/a	yes	WAYNE, PA	Current employment
H••••••• F••••	Asset manager	Aug 15, 2014	Dec 31, 2014	no	WAYNE, PA

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
T••••••••• A••••••• I••	H••••••• F••••	Sep 6, 2012	Aug 15, 2014	708	Firm change after gap	Other

Relationships

Registered with (2)

→ H••••••• F••••Registered adviserregistration: previous registration
Aug 15, 2014 to Dec 31, 2014factForm ADV
→ T••••••••• A••••••• I••Registered adviserregistration: previous registration
Feb 11, 2009 to Sep 6, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e48d204c-b71a-19b6-d76a-051ec5fa9241
First observed: Feb 11, 2009
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.