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Registered advisor
J••••••• L•• P•••
Feed of 09/14/2026
Also filed as Jenna Lee Page
At current firm
7 y
since Jan 28, 2019
In the industry
23 y
since Oct 14, 2002 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- N••••••••• I••••••••• A•••••••• L•• BD affiliated currentsince Jan 28, 2019 · Columbus, Oh
- U••• I••••••••• S••••••• C•••••• no RAUMNov 7, 2018 to Jan 9, 2019 · Phoenix, Az
- B••• O• A•••••• I••••••••• S•••••••• I••• unclassifiedMay 15, 2007 to Mar 5, 2008 · Scottsdale, Az
- C•••••••• G••••• M•••••• I••• BD affiliatedMar 10, 2004 to May 26, 2005 · Alpharetta, Ga
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseOct 17, 2002 to Jul 21, 2003 · Alpharetta, Ga
Moves
a registration end followed by a registration begin elsewhere
- U••• I••••••••• S••••••• C•••••• to N••••••••• I••••••••• A•••••••• L••left Jan 9, 2019, registered Jan 28, 2019 (19 days) · Affiliated broker-dealer or bank to another
- B••• O• A•••••• I••••••••• S•••••••• I••• to U••• I••••••••• S••••••• C••••••left Mar 5, 2008, registered Nov 7, 2018 (3899 days) · Other
- C•••••••• G••••• M•••••• I••• to B••• O• A•••••• I••••••••• S•••••••• I•••left May 26, 2005, registered May 15, 2007 (719 days) · Other
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to C•••••••• G••••• M•••••• I•••left Jul 21, 2003, registered Mar 10, 2004 (233 days) · Other
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
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address