DFX Intelligence
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Registered advisor
J••••••• B•••• H•••
Feed of 09/14/2026
Also filed as J•• B• H•••
At current firm
4 y
since Aug 30, 2022
In the industry
32 y
since Jun 13, 1994 (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
Professional profileWhat is shown hereOnly business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
title, designations and roles as the firm prints them
- Title
- Senior Vice President/Investmentsreportedjonhessfinancial.comfirm site, Sep 24, 2026
Registration history
IAPD current and previous registrations
- S•••••• N••••••• • C••••••• I••••••••• national BD currentsince Aug 30, 2022 · Wayzata, Mn
- W•••• F•••• A••••••• wirehouseJan 21, 2014 to Sep 6, 2022 · Wayzata, Mn
Moves
a registration end followed by a registration begin elsewhere
- W•••• F•••• A••••••• to S•••••• N••••••• • C••••••• I•••••••••left Sep 6, 2022, registered Aug 30, 2022 (-7 days) · Wirehouse to affiliated broker-dealer or bank
Signals
- ••• LockedSep 6, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- National broker-dealer RIAderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address