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••• M••••• H•••••

O•••••••••institutionalSt. J•••S, Fl IA-onlyIAPD 2166794

Certified Financial Planner · Chartered Financial Analyst

Feed of 09/15/2026

Also filed as J••• H•••••

At current firm

3 y

since Dec 13, 2022

In the industry

17 y

since Oct 6, 2008 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

O••••••••• institutional current
since Dec 13, 2022 · St. J•••S, Fl
I••••••••• F•••••••• P••••••• BD affiliated
Nov 7, 2016 to Feb 1, 2023 · St. Augustine, Fl
M•• C•••••• M••••••••• L•• i••••••••• wealth
Feb 27, 2013 to Nov 2, 2016 · Ponte Vedra Beach, Fl
R•••••• J•••• • A••••••••• I••• national BD
Mar 13, 2009 to Feb 8, 2013 · Jacksonville, Fl
V•• W••••• M••••••••• unclassified
Oct 6, 2008 to Jan 13, 2009 · St Augustine, Fl

Moves

a registration end followed by a registration begin elsewhere

I••••••••• F•••••••• P••••••• to O•••••••••
left Feb 1, 2023, registered Dec 13, 2022 (-50 days) · Other · moved with a team
M•• C•••••• M••••••••• L•• to I••••••••• F•••••••• P•••••••
left Nov 2, 2016, registered Nov 7, 2016 (5 days) · Other
R•••••• J•••• • A••••••••• I••• to M•• C•••••• M••••••••• L••
left Feb 8, 2013, registered Feb 27, 2013 (19 days) · Other
V•• W••••• M••••••••• to R•••••• J•••• • A••••••••• I•••
left Jan 13, 2009, registered Mar 13, 2009 (59 days) · Other

Signals

J••• M••••• H••••• left I••••••••• F•••••••• P••••••• for O••••••••• (registered 2022-12-13)
Feb 1, 2023 · 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: Institutional managerderived
Years in industry: 17derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address