DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

J•••• D••••••

C••••••••• P•••••••• M•••••••••independent RIAOverland Park, KsIA-onlyIAPD 1002774

Chartered Financial Consultant

Feed of 09/14/2026

Also filed as James Nmn Dejulio

At current firm

1 y

since Jan 13, 2025

In the industry

43 y

since Aug 2, 1983 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Business email: jdejulio@cpm-llc.comreportedcpm-llc.comfirm site, Sep 16, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

C••••••••• P•••••••• M••••••••• independent RIA current
since Jan 13, 2025 · Overland Park, Ks
C•••••• P•••••••• M••••••••• L••••• former
Dec 2, 2020 to Dec 3, 2024 · Topeka, Ks
R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated
Jun 17, 2015 to Feb 5, 2020 · Overland Park, Ks
F•••• N••••••• C•••••• M••••••• I••• former
Jun 1, 2010 to Jun 18, 2015 · Overland Park, Ks
C••••• I••••••••• S••••••• L•• former
Jan 29, 2008 to Jun 2, 2010 · Overland Park, Ks
O•••• F•• I••• former
Feb 14, 2002 to Jan 29, 2008 · Overland Park, Ks

Moves

a registration end followed by a registration begin elsewhere

C•••••• P•••••••• M••••••••• L••••• to C••••••••• P•••••••• M•••••••••
left Dec 3, 2024, registered Jan 13, 2025 (41 days) · RIA to RIA · moved with a team
R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to C•••••• P•••••••• M••••••••• L•••••
left Feb 5, 2020, registered Dec 2, 2020 (301 days) · Other
F•••• N••••••• C•••••• M••••••• I••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••
left Jun 18, 2015, registered Jun 17, 2015 (-1 days) · Other
C••••• I••••••••• S••••••• L•• to F•••• N••••••• C•••••• M••••••• I•••
left Jun 2, 2010, registered Jun 1, 2010 (-1 days) · Other
O•••• F•• I••• to C••••• I••••••••• S••••••• L••
left Jan 29, 2008, registered Jan 29, 2008 (0 days) · Other

Signals

J•••• D•••••• left C•••••• P•••••••• M••••••••• L••••• for C••••••••• P•••••••• M••••••••• (registered 2025-01-13)
Dec 3, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 43derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address