DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner13 years in industry

J••••• M••••••• W•••••

Advisor at J• W••••• W••••• M•••••••••

DAVISON, MI

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Search this name across graphsid dfx:ria:ea58740b-08fc-2efa-6686-7dbe7c4faac0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 20, 2013 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: J• W••••• W••••• M•••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J• W••••• W••••• M•••••••••	State registered	May 8, 2019	n/a	yes	DAVISON, MI	Current employment
H•••• F•••••••• S•••••••• I•••	Independent wealth	Feb 20, 2013	May 9, 2019	no	OKEMOS, MI\|DAVISON, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H•••• F•••••••• S•••••••• I•••	J• W••••• W••••• M•••••••••	May 9, 2019	May 8, 2019	-1	Firm change	RIA to state RIA

Relationships

Registered with (2)

→ J• W••••• W••••• M•••••••••Registered adviserregistration: current employment
May 8, 2019 to presentfactForm ADV
→ H•••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Feb 20, 2013 to May 9, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ea58740b-08fc-2efa-6686-7dbe7c4faac0
First observed: Feb 20, 2013
Last observed: Sep 14, 2026 9 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.