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Registered advisor
J• A••• S••••
Feed of 09/14/2026
Also filed as Jo A••• Walter
At current firm
9 y
since Jan 3, 2017
In the industry
28 y
since Nov 15, 1997 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- P••••••••• B•••••••• S•••••••• I••• independent RIA currentsince Jan 3, 2017 · Huntingdon, Pa
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliatedJan 2, 2009 to Dec 31, 2016 · Huntingdon, Pa
- R•••••• J•••• F•••••••• S•••••••• I••• unclassifiedOct 20, 2008 to Jan 2, 2009 · Huntingdon, Pa
- M•• I•••••••• S•••••••• L•• BD affiliatedMay 20, 2008 to Aug 13, 2008 · Lewistown, Pa
- R•••••• J•••• F•••••••• S•••••••• I••• unclassifiedMay 2, 2006 to Apr 22, 2008 · Belleville, Pa
Moves
a registration end followed by a registration begin elsewhere
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to P••••••••• B•••••••• S•••••••• I•••left Dec 31, 2016, registered Jan 3, 2017 (3 days) · Other
- R•••••• J•••• F•••••••• S•••••••• I••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Jan 2, 2009, registered Jan 2, 2009 (0 days) · corporate re-registration, not a move
- M•• I•••••••• S•••••••• L•• to R•••••• J•••• F•••••••• S•••••••• I•••left Aug 13, 2008, registered Oct 20, 2008 (68 days) · Other
- R•••••• J•••• F•••••••• S•••••••• I••• to M•• I•••••••• S•••••••• L••left Apr 22, 2008, registered May 20, 2008 (28 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
- Independent wealth managerderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address