DFX Intelligence
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Registered advisor
J••• E•••••••• G•••
Certified Financial Planner
Feed of 09/15/2026
Also filed as J••• E•••••••• M•••••
ContactWhat is shown hereOnly business contact points published by the advisor’s firm, on its own site or advisor directory, and matched to this registered advisor with a second fact beyond the name. Nothing is inferred or guessed; an office or team line is labelled as such and never shown as a direct line.
what the firm publishes for this advisor, each with the page it was read from
- Advisor profile
- ••• Lockedreportedcarsonwealth.comfirm site, Sep 24, 2026
At current firm
7 y
since Jun 28, 2019
In the industry
21 y
since Mar 21, 2005 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
3
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
- C••• L•• BD affiliated currentsince Jun 28, 2019 · Palatine, Il
- J••• M••••• S••••••••• L•• wirehouseNov 9, 2015 to Jul 9, 2019 · Algonquin, Il
- C•••••• S••••• • C••• I••• national BDJan 7, 2010 to Nov 30, 2015 · Schaumburg, Il
Moves
a registration end followed by a registration begin elsewhere
- J••• M••••• S••••••••• L•• to C••• L••left Jul 9, 2019, registered Jun 28, 2019 (-11 days) · Wirehouse to affiliated broker-dealer or bank
- C•••••• S••••• • C••• I••• to J••• M••••• S••••••••• L••left Nov 30, 2015, registered Nov 9, 2015 (-21 days) · Affiliated broker-dealer or bank to wirehouse · moved with a team
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet.
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