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••• E•••••• T••••• M•••••••

A•••• C•••••• C••••BD affiliatedCoral Gables, Fl dual registrantIAPD 3193555

Feed of 09/14/2026

Also filed as J••• E•••••• T••••• M•••••••

At current firm

1 y

since Jan 1, 2025

In the industry

23 y

since Sep 4, 2003 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

R•••• L•• state registered current
since Apr 17, 2025 · Coral Gables, Fl
A•••• C•••••• C•••• BD affiliated current
since Jan 1, 2025 · Coral Gables, Fl
R•••• L•• state registered
May 9, 2012 to Dec 31, 2024 · Coral Gables, Fl
R•••••• W••••• independent RIA
Jul 9, 2010 to Sep 6, 2012 · Miami, Fl
O••••••••• • C•• I••• BD affiliated
Mar 27, 2009 to Apr 20, 2010 · Coral Gables, Fl
S••••••• G•••• C•••••• unclassified
Mar 8, 2006 to Mar 16, 2009 · Miami, Fl
B••• O• A•••••• I••••••••• S•••••••• I••• unclassified
Sep 11, 2003 to Feb 21, 2006 · Coral Gables, Fl

Moves

a registration end followed by a registration begin elsewhere

R•••• L•• to A•••• C•••••• C••••
left Dec 31, 2024, registered Jan 1, 2025 (1 days) · Other · moved with a team
R•••••• W••••• to R•••• L••
left Sep 6, 2012, registered May 9, 2012 (-120 days) · Other
O••••••••• • C•• I••• to R•••••• W•••••
left Apr 20, 2010, registered Jul 9, 2010 (80 days) · Other
S••••••• G•••• C•••••• to O••••••••• • C•• I•••
left Mar 16, 2009, registered Mar 27, 2009 (11 days) · Other
B••• O• A•••••• I••••••••• S•••••••• I••• to S••••••• G•••• C••••••
left Feb 21, 2006, registered Mar 8, 2006 (15 days) · Other

Signals

J••• E•••••• T••••• M••••••• left R•••• L•• for A•••• C•••••• C•••• (registered 2025-01-01)
Dec 31, 2024 · Advisor changed firm · fact

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: 23derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address