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Registered advisor
J••••••• E••••• B••••••
Feed of 09/14/2026
Also filed as Jon B••••••
At current firm
7 y
since Sep 6, 2019
In the industry
27 y
since Apr 1, 1999 (earliest exam, job or registration)
Prior registered firms
4
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
- T••••• A••••••• S•••••••• I••• BD affiliated currentsince Sep 6, 2019 · Mclean, Va
- P•• W••••• M••••••••• BD affiliatedFeb 1, 2010 to Sep 12, 2019 · Washington, Dc
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseOct 23, 2009 to Dec 7, 2009 · Washington, Dc
- B••• O• A•••••• I••••••••• S•••••••• I••• unclassifiedJan 22, 2009 to Oct 23, 2009 · Washington, Dc
- W•••• F•••• A••••••• wirehouseOct 13, 2000 to Jan 21, 2009 · Oakton, Va
Moves
a registration end followed by a registration begin elsewhere
- P•• W••••• M••••••••• to T••••• A••••••• S•••••••• I•••left Sep 12, 2019, registered Sep 6, 2019 (-6 days) · Affiliated broker-dealer or bank to another
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to P•• W••••• M•••••••••left Dec 7, 2009, registered Feb 1, 2010 (56 days) · Other
- B••• O• A•••••• I••••••••• S•••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Oct 23, 2009, registered Oct 23, 2009 (0 days) · corporate re-registration, not a move
- W•••• F•••• A••••••• to B••• O• A•••••• I••••••••• S•••••••• I•••left Jan 21, 2009, registered Jan 22, 2009 (1 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
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address