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Registered advisor
J••••••• P••• M••••••
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/14/2026
At current firm
11 y
since May 22, 2015
In the industry
27 y
since Jun 25, 1999 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
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
- A•••• I••••••••• S•••••••• L•• state registered currentsince May 22, 2015 · Doylestown, Pa
- A•••••••• F•••••••• S••••••• L•• unclassifiedOct 20, 2008 to Dec 31, 2010 · Doylestown, Pa
- P•• W••••• M••••••••• BD affiliatedJan 1, 2004 to Nov 16, 2005 · Doylestown, Pa
- J••••• H•••••••• W••• L••••• L•• formerJun 11, 2003 to Jan 1, 2004 · Doylestown, Pa
Moves
a registration end followed by a registration begin elsewhere
- A•••••••• F•••••••• S••••••• L•• to A•••• I••••••••• S•••••••• L••left Dec 31, 2010, registered May 22, 2015 (1603 days) · Other
- P•• W••••• M••••••••• to A•••••••• F•••••••• S••••••• L••left Nov 16, 2005, registered Oct 20, 2008 (1069 days) · Other
- J••••• H•••••••• W••• L••••• L•• to P•• W••••• M•••••••••left Jan 1, 2004, registered Jan 1, 2004 (0 days) · corporate re-registration, not a move
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
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address