DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

J••••• W•••••• M•••••

Advisor at R•••••• J•••• F•••••••• S••••••• A•••••••• I••

Webster Groves, MO | Saint Peters, MO

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Search this name across graphsid dfx:ria:fd3bfa14-16b4-9a17-5858-9702f1e628e8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Dec 14, 2007 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: R•••••• J•••• F•••••••• S••••••• A•••••••• I••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Nov 28, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Aug 17, 2016	n/a	yes	Saint Peters, MO\|Webster Groves, MO	Current employment
E••••• J••••	National bd RIA	Dec 14, 2007	Aug 8, 2016	no	TOWN & COUNTRY, MO\|ST CHARLES, MO\|ST LOUIS, MO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••• J••••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Aug 8, 2016	Aug 17, 2016	9	Firm change	Other

Relationships

Registered with (2)

→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: current employment
Aug 17, 2016 to presentfactForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Dec 14, 2007 to Aug 8, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fd3bfa14-16b4-9a17-5858-9702f1e628e8
First observed: Dec 14, 2007
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.