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Registered advisor
J•••• L•• B•••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as J•••• Lyn Banks
At current firm
1 y
since Jul 30, 2025
In the industry
24 y
since Jun 29, 2002 (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
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- I••••• F•••••••• L•• state registered currentsince Jul 30, 2025 · Ponte Vedra Beach, Fl
- A••••••••• F•••••••• S•••••••• L•• national BDJul 21, 2017 to Jan 29, 2021 · Jacksonville, Fl
- R•••••• J•••• • A••••••••• I••• national BDSep 17, 2007 to Jul 27, 2017 · Jacksonville, Fl
- C•••••••• G••••• M•••••• I••• BD affiliatedJul 29, 2002 to Sep 25, 2007 · Jacksonville, Fl
Moves
a registration end followed by a registration begin elsewhere
- A••••••••• F•••••••• S•••••••• L•• to I••••• F•••••••• L••left Jan 29, 2021, registered Jul 30, 2025 (1643 days) · Affiliated broker-dealer or bank to a state-registered adviser
- R•••••• J•••• • A••••••••• I••• to A••••••••• F•••••••• S•••••••• L••left Jul 27, 2017, registered Jul 21, 2017 (-6 days) · Affiliated broker-dealer or bank to another
- C•••••••• G••••• M•••••• I••• to R•••••• J•••• • A••••••••• I•••left Sep 25, 2007, registered Sep 17, 2007 (-8 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
- STATE REGISTEREDderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address