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Registered advisor
J••• A••••• S••••••
Feed of 09/14/2026
Also filed as J••• A••••• Shevrin
At current firm
3 y
since Jul 17, 2023
In the industry
31 y
since May 1, 1995 (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, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- T•• A•••••••• G•••• BD affiliated currentsince Jul 17, 2023 · Lakewood Ranch, Fl
- E•••••••• A•••••••• L•• national BDApr 30, 2003 to Sep 9, 2022 · Edison, Nj
Moves
a registration end followed by a registration begin elsewhere
- E•••••••• A•••••••• L•• to T•• A•••••••• G••••left Sep 9, 2022, registered Jul 17, 2023 (311 days) · Affiliated broker-dealer or bank to another · moved with a team
Signals
- J••• A••••• S•••••• left E•••••••• A•••••••• L•• for T•• A•••••••• G•••• (registered 2023-07-17)Sep 9, 2022 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address