DFX Intelligence

RIA Intelligence

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Registered advisor

J•• C•••• W•••••

E••••• C•••••• M••••••••• L••independent RIABoston, MaIA-onlyIAPD 4812244
Chartered Financial Analyst
Feed of 09/14/2026
At current firm
2 y
since Jun 25, 2024
In the industry
19 y
since Mar 1, 2007 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
n/a
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Professional profile
what the firm itself publishes, with the page it was read from
Title
Managing Partnerreportedepogeecapital.comfirm site, Sep 16, 2026
Designations
CFAreportedepogeecapital.comas printed on the bio page, Sep 16, 2026
founder other
“Jay was a Founding Partner of Balter Capital Management, an alternative investments boutique that had several hedge fund and mutual fund products, and an alternatives advisory service, with peak assets of $1.5 billion.”reportedepogeecapital.comthe sentence on the bio page
Partner or owner
“Managing Partner”reportedepogeecapital.comthe sentence on the bio page
Professional profile
••• Lockedreportedepogeecapital.comfirm site, Sep 16, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history
IAPD current and previous registrations
Moves
a registration end followed by a registration begin elsewhere
Signals
  • ••• Locked
    Aug 7, 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
Independent wealth managerderived
Years in industry
19derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address