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.

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Registered advisor

J•••••• J••• M•••••

I•••••• A•••••••• I•••asset managerNatick, Madual registrantIAPD 5708466

Chartered Financial Analyst

Feed of 09/14/2026

Also filed as Jeff M•••••

At current firm

8 y

since Jun 5, 2018

In the industry

16 y

since Oct 30, 2009 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

I•••••• A•••••••• I••• asset manager current
since Jun 5, 2018 · Natick, Ma
J••• H•••••• I••••••••• M••••••••• L•• asset manager
Jun 7, 2010 to Dec 31, 2010 · Boston, Ma
M••••••• I••••••••• M••••••••• ••• L•• asset manager
Jun 7, 2010 to May 18, 2018 · Boston, Ma
A•••••••• F•••• M••••••••• L•• asset manager
Jan 4, 2010 to May 24, 2010 · San Francisco, Ca
E•••••••• I••••••••• M••••••••• C• unclassified
Nov 13, 2009 to Jan 4, 2010 · Boston, Ma

Moves

a registration end followed by a registration begin elsewhere

M••••••• I••••••••• M••••••••• ••• L•• to I•••••• A•••••••• I•••
left May 18, 2018, registered Jun 5, 2018 (18 days) · Other
J••• H•••••• I••••••••• M••••••••• L•• to M••••••• I••••••••• M••••••••• ••• L••
left Dec 31, 2010, registered Jun 7, 2010 (-207 days) · corporate re-registration, not a move
A•••••••• F•••• M••••••••• L•• to J••• H•••••• I••••••••• M••••••••• L••
left May 24, 2010, registered Jun 7, 2010 (14 days) · Other
E•••••••• I••••••••• M••••••••• C• to A•••••••• F•••• M••••••••• L••
left Jan 4, 2010, registered Jan 4, 2010 (0 days) · Other

Signals

No dated event on this person.

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: Asset manager (funds and pooled vehicles)derived
Years in industry: 16derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address