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

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RIA / WealthAdvisorChartered Financial Analyst24 years in industry

J••••• L•••••• K•••

Advisor at H•• W••••• A•••••••

LOS ANGELES, CA

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Search this name across graphsid dfx:ria:fb7094ae-11a6-8500-8f92-0b0c53cb1e1b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Jan 10, 2002 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•• W••••• A•••••••
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 10, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 0derivedfrom 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
H•• W••••• A•••••••	Independent wealth	Dec 17, 2025	n/a	yes	LOS ANGELES, CA	Current employment
H•• W••••• A•••••••	Independent wealth	Feb 25, 2019	Dec 31, 2021	no	LOS ANGELES, CA

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•••••• M••••••••• L••	H•• W••••• A•••••••	May 24, 2023	Feb 25, 2019	-1,549	Firm change after gap	Other
K•• A•••••••	A•••••••• C•••••• M••••••••• L••	Dec 22, 2015

Relationships

Registered with (7)

→ H•• W••••• A•••••••Registered adviserregistration: previous registration
Feb 25, 2019 to Dec 31, 2021factForm ADV
→ A•••••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Jan 5, 2015 to May 24, 2023factForm ADV
→ K•• A•••••••Registered adviserregistration: previous registration
Mar 26, 2013 to Dec 22, 2015factForm ADV
→ B•••••• I••••••••• A••••••• L••

Dated events

Occurred
Jun 3, 2026
Advisor owns new adviser
J••••• L•••••• K•••, registered through H•• W••••• A••••••• (Los Angeles, CA), is a direct owner of Kahn Asset Management, an adviser first registered 2026-06-03; in 2023-2025, 164 of 330 such owners registered at this class of firm moved to the new adviser within a year, median 92 days after the filing
Form ADVobserved 6 days ago
Occurred
May 24, 2023
Advisor changed firm
J••••• L•••••• K••• left A•••••••• C•••••• M••••••••• L•• for H•• W••••• A••••••• (registered 2019-02-25)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fb7094ae-11a6-8500-8f92-0b0c53cb1e1b
First observed: Jan 10, 2002
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.