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Registered advisor
J•••••• C•••••••
Feed of 09/14/2026
Also filed as Jeff Cougoule
At current firm
1 y
since Jun 24, 2025
In the industry
21 y
since Jun 27, 2005 (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
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- C••••••• S••••••••• I••• BD affiliated currentsince Jun 24, 2025 · Westwood, Ma
- J••• M••••• S••••••••• L•• wirehouseDec 5, 2023 to Jun 24, 2025 · San Francisco, Ca
- J••• M••••• P•••••• W••••• A••••••• L•• formerMar 1, 2016 to Mar 21, 2025 · San Francisco, Ca
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseJun 29, 2005 to Feb 22, 2016 · San Francisco, Ca
Moves
a registration end followed by a registration begin elsewhere
- J••• M••••• S••••••••• L•• to C••••••• S••••••••• I•••left Jun 24, 2025, registered Jun 24, 2025 (0 days) · Wirehouse to affiliated broker-dealer or bank
- J••• M••••• P•••••• W••••• A••••••• L•• to J••• M••••• S••••••••• L••left Mar 21, 2025, registered Dec 5, 2023 (-472 days) · corporate re-registration, not a move
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to J••• M••••• P•••••• W••••• A••••••• L••left Feb 22, 2016, registered Mar 1, 2016 (8 days) · Other · moved with a team
Signals
- J•••••• C••••••• left J••• M••••• S••••••••• L•• for C••••••• S••••••••• I••• (registered 2025-06-24)Jun 24, 2025 · 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
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address