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

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RIA / WealthAdvisorChartered Financial Analyst15 years in industry

J••••• L•••

Advisor at C•• A•••• M••••••••• L••

OOLTEWAH, TN

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Search this name across graphsid dfx:ria:e7e048d4-27a7-1940-0313-cfb806e74dfe

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: Oct 7, 2013 to Sep 14, 2026

Across DFX

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

Private Equityidentity

J••••• L•••

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: C•• A•••• M••••••••• 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: May 2, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 1derivedfrom 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
C•• A•••• M••••••••• L••	Independent wealth	Jul 22, 2025	n/a	yes	OOLTEWAH, TN	Current employment
G•••• L•••• A•••••••• L••	Other adviser	Jun 18, 2014	Aug 16, 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
G•••• L•••• A•••••••• L••	C•• A•••• M••••••••• L••	Aug 16, 2019	Jul 22, 2025	2,167	Firm change after gap	Other
J••• M••••• S••••••••• L••	G•••• L•••• A•••••••• L••	Jun 19, 2014

Relationships

Registered with (3)

→ C•• A•••• M••••••••• L••Registered adviserregistration: current employment
Jul 22, 2025 to presentfactForm ADV
→ G•••• L•••• A•••••••• L••Registered adviserregistration: previous registration
Jun 18, 2014 to Aug 16, 2019factForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Oct 7, 2013 to Jun 19, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e7e048d4-27a7-1940-0313-cfb806e74dfe
First observed: Oct 7, 2013
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.