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

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RIA / WealthAdvisorCertified Financial Planner31 years in industry

J••• A•••• M•••••••••

Advisor at B••••• P••••• A•••••••• L••

Draper, UT | NEWPORT BEACH, CA

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Search this name across graphsid dfx:ria:f69df9bb-d5d6-bce4-6d29-1076b2f05bf0

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 8, 1997 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: B••••• P••••• A•••••••• 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: Jan 25, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 3derivedfrom 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
B••••• P••••• A•••••••• L••	Independent wealth	Mar 20, 2023	n/a	yes	Draper, UT\|NEWPORT BEACH, CA	Current employment
A•••• C••••••• I•••	Former SEC adviser	Jun 6, 2011	Mar 17, 2023	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•••• C••••••• I•••	B••••• P••••• A•••••••• L••	Mar 17, 2023	Mar 20, 2023	3	Firm change	RIA to RIA
O••• I••••••••• A••••••• I••	A•••• C••••••• I•••	Jun 3, 2011

Team moves

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

Team	Left	Joined	From	Kind
136463:119290:UT:2023-03-17	Mar 17, 2023	Mar 20, 2023	DRAPER, UT	Firm change

Relationships

Registered with (4)

→ B••••• P••••• A•••••••• L••Registered adviserregistration: current employment
Mar 20, 2023 to presentfactForm ADV
→ A•••• C••••••• I•••Registered adviserregistration: previous registration
Jun 6, 2011 to Mar 17, 2023factForm ADV
→ O••• I••••••••• A••••••• I••Registered adviserregistration: previous registration
Dec 21, 2002 to Jun 3, 2011factForm ADV
→ D•••••Registered adviser

Dated events

Occurred
Mar 17, 2023
Advisor changed firm
J••• A•••• M••••••••• left A•••• C••••••• I••• for B••••• P••••• A•••••••• L•• (registered 2023-03-20)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f69df9bb-d5d6-bce4-6d29-1076b2f05bf0
First observed: Jul 8, 1997
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.