DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)13 years in industry

J•••• M••••••• P•••••••

Advisor at E••••• J••••

SAN ANTONIO, TX

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Search this name across graphsid dfx:ria:fe962802-f908-8c87-a0b7-b746227d5f9c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Aug 6, 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: E••••• J••••
Current firm class: national broker-dealer RIAderived
Book size: not public••• Locked
Industry start: Aug 6, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E••••• J••••	National bd RIA	Jul 23, 2026	n/a	yes	SAN ANTONIO, TX	Current employment
C•••••• C••••• G••••• I•••	No RAUM reported	Jun 30, 2016	Jul 21, 2026	no	SAN ANTONIO, TX\|San Antonio, TX\|CARMEL, IN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• C••••• G••••• I•••	E••••• J••••	Jul 21, 2026	Jul 23, 2026	2	Firm change	Other
E••••••• R••••••••• I••••••••• A•••••••• L••	C•••••• C••••• G••••• I•••	Jun 10, 2015	Jun 30, 2016

Relationships

Registered with (3)

→ E••••• J••••Registered adviserregistration: current employment
Jul 23, 2026 to presentfactForm ADV
→ C•••••• C••••• G••••• I•••Registered adviserregistration: previous registration
Jun 30, 2016 to Jul 21, 2026factForm ADV
→ E••••••• R••••••••• I••••••••• A•••••••• L••Registered adviserregistration: previous registration
Jul 25, 2014 to Jun 10, 2015factForm ADV

Dated events

Occurred
Jul 21, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fe962802-f908-8c87-a0b7-b746227d5f9c
First observed: Aug 6, 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.