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Registered advisor
J••• B•••• M••••••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as J••• B•••• Mcdonald
At current firm
6 y
since Mar 6, 2020
In the industry
31 y
since Jul 25, 1995 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
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
- J••• F•••••••• P••••••• • I••••••••• S••••••• P••• state registered currentsince Mar 6, 2020 · Houston, Tx
- J••• F•••••••• P••••••• • I••••••••• S••••••• P••• state registeredMar 11, 2014 to Dec 31, 2019 · Houston, Tx
- J••• B• M••••••••• I••• unclassifiedSep 16, 2004 to Dec 31, 2007 · Houston, Tx
Moves
a registration end followed by a registration begin elsewhere
- J••• B• M••••••••• I••• to J••• F•••••••• P••••••• • I••••••••• S••••••• P•••left Dec 31, 2007, registered Mar 11, 2014 (2262 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
- STATE REGISTEREDderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address