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Registered advisor
J••• E••••• G••••••
Chartered Financial Consultant
Feed of 09/14/2026
Also filed as J••• G••••••
At current firm
3 y
since Aug 3, 2023
In the industry
21 y
since Apr 1, 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
S63, 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
- P•••••••• S••••••••• I••• BD affiliated currentsince Aug 3, 2023 · Wilmington, De
- M•• I•••••••• S•••••••• L•• BD affiliatedMar 25, 2017 to Aug 4, 2023 · Newtown Square, Pa
- M•• F•••••••• S•••••••• I••• formerJan 2, 2015 to Mar 25, 2017 · Newtown Square, Pa
- N•• E•••••• S••••••••• C••••••••• formerJul 29, 2009 to Jan 2, 2015 · Newtown Square, Pa
Moves
a registration end followed by a registration begin elsewhere
- M•• I•••••••• S•••••••• L•• to P•••••••• S••••••••• I•••left Aug 4, 2023, registered Aug 3, 2023 (-1 days) · Affiliated broker-dealer or bank to another
- M•• F•••••••• S•••••••• I••• to M•• I•••••••• S•••••••• L••left Mar 25, 2017, registered Mar 25, 2017 (0 days) · corporate re-registration, not a move
- N•• E•••••• S••••••••• C••••••••• to M•• F•••••••• S•••••••• I•••left Jan 2, 2015, registered Jan 2, 2015 (0 days) · corporate re-registration, not a move
Signals
- J••• E••••• G•••••• left M•• I•••••••• S•••••••• L•• for P•••••••• S••••••••• I••• (registered 2023-08-03)Aug 4, 2023 · 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