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Registered advisor

J•••• V•••••

J••• M••••• S••••••••• L••wirehousePlano, Tx dual registrantIAPD 1259016

Feed of 09/15/2026

Also filed as Janis Imants Valens

At current firm

1 y

since Sep 30, 2024

In the industry

42 y

since Sep 10, 1984 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

J••• M••••• S••••••••• L•• wirehouse current
since Sep 30, 2024 · Chicago, Il
C•••••• S••••• • C••• I••• national BD
Oct 4, 2022 to Jan 16, 2024 · Southlake, Tx
T• A••••••••• I••••••••• M••••••••• L•• former
Nov 29, 2011 to Jul 17, 2020 · Ft. Worth, Tx
T• A••••••••• I••• former
Nov 29, 2011 to Oct 14, 2022 · Fort Worth, Tx

Moves

a registration end followed by a registration begin elsewhere

C•••••• S••••• • C••• I••• to J••• M••••• S••••••••• L••
left Jan 16, 2024, registered Sep 30, 2024 (258 days) · Affiliated broker-dealer or bank to wirehouse
T• A••••••••• I••• to C•••••• S••••• • C••• I•••
left Oct 14, 2022, registered Oct 4, 2022 (-10 days) · channel change inside one enterprise, not a move
T• A••••••••• I••••••••• M••••••••• L•• to T• A••••••••• I•••
left Jul 17, 2020, registered Nov 29, 2011 (-3153 days) · channel change inside one enterprise, not a move · moved with a team

Signals

J•••• V••••• left C•••••• S••••• • C••• I••• for J••• M••••• S••••••••• L•• (registered 2024-09-30)
Jan 16, 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: Wirehousederived
Years in industry: 42derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address