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.

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Registered advisor

J•••• L•• M•••••••

C••••••• A•••• M••••••••• L••BD affiliatedSan Marcos, Ca dual registrantIAPD 2871788

Feed of 09/15/2026

Also filed as Jason L Mcmurtry

At current firm

6 y

since May 4, 2020

In the industry

29 y

since Apr 9, 1997 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

C••••••• A•••• M••••••••• L•• BD affiliated current
since May 4, 2020 · Ann Arbor, Mi
D••• I••••••••• L•• former
Sep 17, 2018 to May 4, 2020 · South Jordan, Ut
W••••••• C••••••• I••• independent RIA
Jan 29, 2018 to Nov 2, 2018 · Irvine, Ca
C••••••• I••••••••• S••••••• unclassified
Apr 12, 2004 to Feb 15, 2005 · Laguna Hills, Ca
S•• BD affiliated
Feb 24, 2003 to Apr 5, 2004 · Rancho Cucamonga, Ca

Moves

a registration end followed by a registration begin elsewhere

D••• I••••••••• L•• to C••••••• A•••• M••••••••• L••
left May 4, 2020, registered May 4, 2020 (0 days) · Affiliated broker-dealer or bank to another
W••••••• C••••••• I••• to D••• I••••••••• L••
left Nov 2, 2018, registered Sep 17, 2018 (-46 days) · RIA to RIA
C••••••• I••••••••• S••••••• to W••••••• C••••••• I•••
left Feb 15, 2005, registered Jan 29, 2018 (4731 days) · Other
S•• to C••••••• I••••••••• S•••••••
left Apr 5, 2004, registered Apr 12, 2004 (7 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: Broker-dealer affiliated wealth managerderived
Years in industry: 29derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address