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.
J••• G•••••• J•••••••
- Title
- Senior Wealth Managerreportedtlwealth.comfirm site, Sep 15, 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.
- T• P•••••• W••••• independent RIA currentsince Oct 17, 2018 · Southlake, Tx
- T• A••••••••• I••••••••• M••••••••• L•• formerJan 21, 2011 to Oct 30, 2018 · Plano, Tx
- T• A••••••••• I••• formerJan 21, 2011 to Oct 30, 2018 · Omaha, Ne
- C•••• I••••••••• S••••••• C•••• formerOct 5, 2009 to Jan 3, 2011 · Plano, Tx
- C•••••• O•• F•••••••• A••••••• L•• unclassifiedJun 26, 2008 to Sep 18, 2009 · Melville, Ny
- C•••••• O•• I••••••••• L•• unclassifiedOct 17, 2007 to Jun 26, 2008 · New Orleans, La
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseMay 10, 2006 to Aug 8, 2007 · Santa Barbara, Ca
- W•••• F•••• I••••••••• L•• unclassifiedJan 1, 2006 to Feb 21, 2006 · Mission Viejo, Ca
- T• A••••••••• I••••••••• M••••••••• L•• to T• A••••••••• I•••left Oct 30, 2018, registered Jan 21, 2011 (-2839 days) · Other
- T• A••••••••• I••• to T• P•••••• W•••••left Oct 30, 2018, registered Oct 17, 2018 (-13 days) · Other
- C•••• I••••••••• S••••••• C•••• to T• A••••••••• I••••••••• M••••••••• L••left Jan 3, 2011, registered Jan 21, 2011 (18 days) · Other
- C•••••• O•• F•••••••• A••••••• L•• to C•••• I••••••••• S••••••• C••••left Sep 18, 2009, registered Oct 5, 2009 (17 days) · Other
- C•••••• O•• I••••••••• L•• to C•••••• O•• F•••••••• A••••••• L••left Jun 26, 2008, registered Jun 26, 2008 (0 days) · Other
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to C•••••• O•• I••••••••• L••left Aug 8, 2007, registered Oct 17, 2007 (70 days) · Other
- W•••• F•••• I••••••••• L•• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Feb 21, 2006, registered May 10, 2006 (78 days) · Other
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address