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••••••• P•••••••••

E••••• J••••national BDPonte Vedra Beach, Fldual registrantIAPD 5374186

Certified Financial Planner

Feed of 09/14/2026

Also filed as J••••••• R Wright

At current firm

1 y

since Jun 23, 2025

In the industry

19 y

since Jun 1, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

E••••• J•••• national BD current
since Jun 23, 2025 · Ponte Vedra Beach, Fl
C••••••••• independent RIA
Sep 24, 2024 to May 7, 2025 · Jacksonville, Fl
C•••••• W••••• A••••••• G•••• independent RIA
Nov 20, 2023 to Aug 14, 2024 · Fleming Island, Fl
F••••••• P••••••• A•• W•••••••• A••••••• former
Feb 13, 2023 to Aug 18, 2023 · Ponte Vedra Beach, Fl
L•• F•••••••• L•• BD affiliated
Oct 30, 2018 to Nov 14, 2022 · Jacksonville, Fl
F••••••• P••••••• A•• W•••••••• A••••••• former
Jul 13, 2018 to Nov 26, 2018 · Boston, Ma
S•••••••• A••••••• L•• national BD
May 18, 2015 to Jul 13, 2018 · Jacksonville, Fl

Moves

a registration end followed by a registration begin elsewhere

C••••••••• to E••••• J••••
left May 7, 2025, registered Jun 23, 2025 (47 days) · RIA to affiliated broker-dealer or bank
C•••••• W••••• A••••••• G•••• to C•••••••••
left Aug 14, 2024, registered Sep 24, 2024 (41 days) · RIA to RIA
F••••••• P••••••• A•• W•••••••• A••••••• to C•••••• W••••• A••••••• G••••
left Aug 18, 2023, registered Nov 20, 2023 (94 days) · Affiliated broker-dealer or bank to independent RIA
L•• F•••••••• L•• to F••••••• P••••••• A•• W•••••••• A•••••••
left Nov 14, 2022, registered Feb 13, 2023 (91 days) · RIA to affiliated broker-dealer or bank
F••••••• P••••••• A•• W•••••••• A••••••• to L•• F•••••••• L••
left Nov 26, 2018, registered Oct 30, 2018 (-27 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
S•••••••• A••••••• L•• to F••••••• P••••••• A•• W•••••••• A•••••••
left Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move

Signals

J••••••• P••••••••• left Covingtonalsina for E••••• J•••• (registered 2025-06-23)
May 7, 2025 · Advisor changed firm · fact
J••••••• P••••••••• left C•••••• W••••• A••••••• G•••• for Covingtonalsina (registered 2024-09-24)
Aug 14, 2024 · Advisor changed firm · fact
J••••••• P••••••••• left F••••••• P••••••• A•• W•••••••• A••••••• for C•••••• W••••• A••••••• G•••• (registered 2023-11-20)
Aug 18, 2023 · Advisor changed firm · fact
J••••••• P••••••••• left L•• F•••••••• L•• for F••••••• P••••••• A•• W•••••••• A••••••• (registered 2023-02-13)
Nov 14, 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: National broker-dealer RIAderived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address