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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

J••••• L•• A•• H•••••

U•• F•••••••• S••••••• I•••wirehouseIrvine, Cadual registrantIAPD 4917446

Feed of 09/14/2026

Also filed as Jammie Lee Ann Russell

At current firm

0 y

since Mar 27, 2026

In the industry

21 y

since Apr 28, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

U•• F•••••••• S••••••• I••• wirehouse current
since Mar 27, 2026 · Irvine, Ca
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Jan 11, 2023 to Oct 24, 2025 · Dothan, Al
P•• W••••• M••••••••• BD affiliated
Jan 19, 2022 to Nov 17, 2022 · Spanish Fort, Al
M••••• S•••••• wirehouse
Dec 20, 2016 to Jan 5, 2022 · Kirkland, Wa
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Apr 15, 2015 to Dec 23, 2016 · Federal Way, Wa
W•••• F•••• A••••••• wirehouse
Nov 14, 2013 to Apr 7, 2015 · Orlando, Fl
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Apr 8, 2008 to Nov 4, 2013 · Orlando, Fl

Moves

a registration end followed by a registration begin elsewhere

M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to U•• F•••••••• S••••••• I•••
left Oct 24, 2025, registered Mar 27, 2026 (154 days) · Wirehouse to wirehouse
P•• W••••• M••••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Nov 17, 2022, registered Jan 11, 2023 (55 days) · Affiliated broker-dealer or bank to wirehouse
M••••• S•••••• to P•• W••••• M•••••••••
left Jan 5, 2022, registered Jan 19, 2022 (14 days) · Wirehouse to affiliated broker-dealer or bank
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to M••••• S••••••
left Dec 23, 2016, registered Dec 20, 2016 (-3 days) · Wirehouse to wirehouse
W•••• F•••• A••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Apr 7, 2015, registered Apr 15, 2015 (8 days) · Wirehouse to wirehouse
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to W•••• F•••• A•••••••
left Nov 4, 2013, registered Nov 14, 2013 (10 days) · Wirehouse to wirehouse

Signals

J••••• L•• A•• H••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for U•• F•••••••• S••••••• I••• (registered 2026-03-27)
Oct 24, 2025 · Advisor changed firm · fact
J••••• L•• A•• H••••• left P•• W••••• M••••••••• for M•••••• L••••• P•••••• F••••• • S•••• I••••••••• (registered 2023-01-11)
Nov 17, 2022 · Advisor changed firm · fact
J••••• L•• A•• H••••• left M••••• S•••••• for P•• W••••• M••••••••• (registered 2022-01-19)
Jan 5, 2022 · 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: Wirehousederived
Years in industry: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address