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••• B•••••

B••••• F•••••••• A•••••••• I•••state registeredFlorham Park, Njdual registrantIAPD 1056585

Certified Financial Planner

Feed of 09/14/2026

Also filed as J••• B•••••

At current firm

22 y

since Nov 13, 2003

In the industry

39 y

since Jul 15, 1987 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

L•• F•••••••• L•• BD affiliated current
since Aug 3, 2022 · Florham Park, Nj
B••••• F•••••••• A•••••••• I••• state registered current
since Nov 13, 2003 · Florham Park, Nj
C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated
Jul 7, 2008 to Aug 8, 2022 · Florham Park, Nj
C••••• A••••••• L•• former
Jan 1, 2004 to Jul 7, 2008 · Florham Park, Nj
I•• A••••••• S••••••• I•• unclassified
Dec 19, 2003 to Jan 1, 2004 · Florham Park, Nj

Moves

a registration end followed by a registration begin elsewhere

C•••••••• I••••••••• R••••••• A•••••••• I••• to L•• F•••••••• L••
left Aug 8, 2022, registered Aug 3, 2022 (-5 days) · Affiliated broker-dealer or bank to independent RIA
C••••• A••••••• L•• to C•••••••• I••••••••• R••••••• A•••••••• I•••
left Jul 7, 2008, registered Jul 7, 2008 (0 days) · Other
I•• A••••••• S••••••• I•• to C••••• A••••••• L••
left Jan 1, 2004, registered Jan 1, 2004 (0 days) · corporate re-registration, not a move

Signals

J••• B••••• left C•••••••• I••••••••• R••••••• A•••••••• I••• for L•• F•••••••• L•• (registered 2022-08-03)
Aug 8, 2022 · 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: STATE REGISTEREDderived
Years in industry: 39derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address