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.

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.

Registered advisor

J••••• P•••• B•••••••••

R•••••• J•••• F•••••••• S••••••• A•••••••• I••BD affiliatedMorristown, Nj dual registrantIAPD 2392412

Feed of 09/14/2026

Also filed as J P Bartolomeo

At current firm

1 y

since Aug 13, 2025

In the industry

22 y

since Feb 1, 2004 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated current
since Aug 13, 2025 · Colts Neck, Nj
M• H••••••• S••••••••• I••• BD affiliated
Jul 24, 2024 to Aug 11, 2025 · Morristown, Nj
R••••••••• C•••••• M••••••••• BD affiliated
Aug 17, 2020 to May 28, 2022 · New York, Ny
S•••••• N••••••• • C••••••• I••••••••• national BD
Oct 26, 2018 to May 26, 2020 · New York, Ny
F•••• A••••• A••••••• S•••••••• I••• former
Jan 17, 2018 to Oct 22, 2018 · Bayonne, Nj

Moves

a registration end followed by a registration begin elsewhere

M• H••••••• S••••••••• I••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••
left Aug 11, 2025, registered Aug 13, 2025 (2 days) · Affiliated broker-dealer or bank to another · moved with a team
R••••••••• C•••••• M••••••••• to M• H••••••• S••••••••• I•••
left May 28, 2022, registered Jul 24, 2024 (788 days) · Affiliated broker-dealer or bank to another
S•••••• N••••••• • C••••••• I••••••••• to R••••••••• C•••••• M•••••••••
left May 26, 2020, registered Aug 17, 2020 (83 days) · Affiliated broker-dealer or bank to another · moved with a team
F•••• A••••• A••••••• S•••••••• I••• to S•••••• N••••••• • C••••••• I•••••••••
left Oct 22, 2018, registered Oct 26, 2018 (4 days) · Affiliated broker-dealer or bank to another

Signals

J••••• P•••• B••••••••• left M• H••••••• S••••••••• I••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I•• (registered 2025-08-13)
Aug 11, 2025 · Advisor changed firm · fact
J••••• P•••• B••••••••• left R••••••••• C•••••• M••••••••• for M• H••••••• S••••••••• I••• (registered 2024-07-24)
May 28, 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: 22derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address