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

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RIA / WealthAdvisorPersonal Financial Specialist36 years in industry

J••••• S• J••••

Advisor at M•••••• W•••••

Overland Park, KS

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:e9972533-4a43-ac42-bc17-0170828bb9fa

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jun 10, 2003 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: M•••••• W•••••
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 1990earliest registration or exam on IAPD
Years in industry: 36derivedfrom the industry start date
Years at current firm: 2derivedfrom 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
M•••••• W•••••	No RAUM reported	Aug 16, 2024	n/a	yes	Overland Park, KS	Current employment
A•••••• P••••••• P•••••••• I•••	Bd affiliated wealth	Apr 29, 2013	Sep 4, 2024	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
A•••••• P••••••• P•••••••• I•••	M•••••• W•••••	Sep 4, 2024	Aug 16, 2024	-19	Firm change	Other
A•••• W••••• M••••••••• L••	A•••••• P••••••• P•••••••• I•••	Aug 22, 2012

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
106237:289886:GA:2024-08-20	Sep 4, 2024	Aug 16, 2024	KENNESAW, GA	Firm change

Relationships

Registered with (3)

→ M•••••• W•••••Registered adviserregistration: current employment
Aug 16, 2024 to presentfactForm ADV
→ A•••••• P••••••• P•••••••• I•••Registered adviserregistration: previous registration
Apr 29, 2013 to Sep 4, 2024factForm ADV
→ A•••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jun 10, 2003 to Aug 22, 2012factForm ADV

Dated events

Occurred
Sep 4, 2024
Advisor changed firm
J••••• S• J•••• left A•••••• P••••••• P•••••••• I••• for M•••••• W••••• (registered 2024-08-16)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e9972533-4a43-ac42-bc17-0170828bb9fa
First observed: Jun 10, 2003
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.