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Registered advisor
J••••••• R••••• L••••
R•••••• J•••• F•••••••• S••••••• A•••••••• I••BD affiliatedVineyard Haven, Madual registrantIAPD 2449573
Certified Financial Planner
Feed of 09/14/2026
Also filed as Jon Laird
At current firm
5 y
since Feb 22, 2021
In the industry
30 y
since Oct 2, 1995 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated currentsince Feb 22, 2021 · Vineyard Haven, Ma
- W•••• F•••• A••••••• wirehouseAug 10, 2007 to Feb 26, 2021 · Vineyard Haven, Ma
- W•••• F•••• A••••••• wirehouseJul 1, 2003 to Aug 10, 2007 · Westport, Ct
- P••••••••• E••••• G••••• L•• unclassifiedJan 9, 1997 to Jul 1, 2003 · Stamford, Ct
Moves
a registration end followed by a registration begin elsewhere
- W•••• F•••• A••••••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Feb 26, 2021, registered Feb 22, 2021 (-4 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
- W•••• F•••• A••••••• to W•••• F•••• A•••••••left Aug 10, 2007, registered Aug 10, 2007 (0 days) · channel change inside one enterprise, not a move
- P••••••••• E••••• G••••• L•• to W•••• F•••• A•••••••left Jul 1, 2003, registered Jul 1, 2003 (0 days) · corporate re-registration, not a move
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
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address