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.
J•••• W•••
- Title
- Wealth Advisorreportedmyinsightadvisors.comfirm site, Sep 15, 2026
- Professional profile
- linkedin.com/in/james-wong-chfc-1851b331reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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.
- I•••••• A•••••••• L•• independent RIA currentsince May 2, 2018 · Newtown, Pa
- P•• W••••• M••••••••• BD affiliatedFeb 5, 2016 to Mar 9, 2018 · Eatontown, Nj
- T• A••••••••• I••••••••• M••••••••• L•• formerJul 27, 2010 to Aug 24, 2015 · Shrewsbury, Nj
- T• A••••••••• I••• formerJul 27, 2010 to Aug 24, 2015 · Red Bank, Nj
- M•• O• T•• C•••••••• L•• unclassifiedApr 19, 2007 to Oct 21, 2008 · Keansburg, Nj
- W•••• A••••••• S••••••• formerDec 16, 2005 to Dec 31, 2006 · Lincroft, Nj
- P•• W••••• M••••••••• to I•••••• A•••••••• L••left Mar 9, 2018, registered May 2, 2018 (54 days) · Affiliated broker-dealer or bank to independent RIA
- T• A••••••••• I••••••••• M••••••••• L•• to T• A••••••••• I•••left Aug 24, 2015, registered Jul 27, 2010 (-1854 days) · channel change inside one enterprise, not a move
- T• A••••••••• I••• to P•• W••••• M•••••••••left Aug 24, 2015, registered Feb 5, 2016 (165 days) · Other
- M•• O• T•• C•••••••• L•• to T• A••••••••• I••••••••• M••••••••• L••left Oct 21, 2008, registered Jul 27, 2010 (644 days) · Other
- W•••• A••••••• S••••••• to M•• O• T•• C•••••••• L••left Dec 31, 2006, registered Apr 19, 2007 (109 days) · Other
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 40derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address