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.

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Registered advisor

J•••• J••••• D•••••••••

G•••••••• W••••• M••••••••• L••independent RIAAbington, PaIA-onlyIAPD 1023351

Feed of 09/14/2026

Also filed as Jamie D•••••••••

At current firm

4 y

since Oct 28, 2021

In the industry

44 y

since Jan 7, 1982 (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

Registration history

IAPD current and previous registrations

G•••••••• W••••• M••••••••• L•• independent RIA current
since Oct 28, 2021 · Abington, Pa
C•••••• I••• independent RIA
Oct 27, 2010 to Oct 1, 2021 · Radnor, Pa
O••••••••• • C•• I••• BD affiliated
Aug 1, 2005 to Nov 4, 2008 · Philadelphia, Pa
J••••• M••••••••• S•••• L•• BD affiliated
Jun 25, 2005 to Sep 1, 2005 · Blue Bell, Pa
P••••••••• I••••••••• unclassified
Apr 20, 2005 to Jun 25, 2005 · Blue Bell, Pa

Moves

a registration end followed by a registration begin elsewhere

C•••••• I••• to G•••••••• W••••• M••••••••• L••
left Oct 1, 2021, registered Oct 28, 2021 (27 days) · RIA to RIA
O••••••••• • C•• I••• to C•••••• I•••
left Nov 4, 2008, registered Oct 27, 2010 (722 days) · Other
J••••• M••••••••• S•••• L•• to O••••••••• • C•• I•••
left Sep 1, 2005, registered Aug 1, 2005 (-31 days) · Other
P••••••••• I••••••••• to J••••• M••••••••• S•••• L••
left Jun 25, 2005, registered Jun 25, 2005 (0 days) · corporate re-registration, not a move

Signals

No dated event on this person.

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: 44derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address