DFX Intelligence

RIA Intelligence

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Registered advisor

J••• P••••• H•••••

P•••••• A•••••• G••••• L••BD affiliatedMorristown, Njdual registrantIAPD 2098253
Feed of 09/14/2026
At current firm
13 y
since Oct 10, 2012
In the industry
35 y
since Jun 14, 1991 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Professional profile
what the firm itself publishes, with the page it was read from
Title
Co-founder & PartnerreportedWWW.PRIVATEADVISORGROUP.COMfirm site, Sep 15, 2026
Designations
CFPreportedprivateadvisorgroup.comas printed on the bio page, Sep 16, 2026
Founder
“J••• H••••• is a C••••••••• and Partner at P•••••• A•••••• G••••.”reportedprivateadvisorgroup.comthe sentence on the bio page
Partner or owner
“J••• H••••• is a C••••••••• and Partner at P•••••• A•••••• G••••.”reportedprivateadvisorgroup.comthe sentence on the bio page
Years, as the firm states
35reportedprivateadvisorgroup.com“He has played a pinnacle role in transforming the firm into one of the country’s leading independent RIAs, drawing on more than 35 years of experience to support independent advisors as both entrepreneurs and financial professionals.”
Professional profile
privateadvisorgroup.comreportedWWW.PRIVATEADVISORGROUP.COMfirm site, Sep 15, 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
Moves
a registration end followed by a registration begin elsewhere
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
Broker-dealer affiliated wealth managerderived
Years in industry
35derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address