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Registered advisor
W•••••• J•••• M•••••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as Will Jacob Mcmannis
At current firm
0 y
since Mar 25, 2026
In the industry
14 y
since Jun 7, 2012 (earliest exam, job or registration)
Prior registered firms
5
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
2
dated events on this person
Registration history
IAPD current and previous registrations
- S••••• W••••• A•••••••• I••• no RAUM currentsince Mar 25, 2026 · Lone Tree, Co
- M••••••• W••••• L•• unclassifiedMar 31, 2024 to Mar 6, 2026 · Highlands Ranch, Co
- C•••••• F••••••••• I•• independent RIADec 17, 2021 to Jan 2, 2024 · Denver, Co
- A••••• A•• P••••••• S••••••• BD affiliatedMar 8, 2018 to Nov 13, 2020 · Bloomington, In
- J••• M••••• S••••••••• L•• wirehouseApr 22, 2016 to Feb 7, 2018 · Greenwood, In
- C•••••• S••••• • C••• I••• national BDJun 8, 2012 to Feb 23, 2015 · Naples, Fl
Moves
a registration end followed by a registration begin elsewhere
- M••••••• W••••• L•• to S••••• W••••• A•••••••• I•••left Mar 6, 2026, registered Mar 25, 2026 (19 days) · Other
- C•••••• F••••••••• I•• to M••••••• W••••• L••left Jan 2, 2024, registered Mar 31, 2024 (89 days) · Other
- A••••• A•• P••••••• S••••••• to C•••••• F••••••••• I••left Nov 13, 2020, registered Dec 17, 2021 (399 days) · Affiliated broker-dealer or bank to independent RIA
- J••• M••••• S••••••••• L•• to A••••• A•• P••••••• S•••••••left Feb 7, 2018, registered Mar 8, 2018 (29 days) · Other
- C•••••• S••••• • C••• I••• to J••• M••••• S••••••••• L••left Feb 23, 2015, registered Apr 22, 2016 (424 days) · Affiliated broker-dealer or bank to wirehouse
Signals
- W•••••• J•••• M••••••• left M••••••• W••••• L•• for S••••• W••••• A•••••••• I••• (registered 2026-03-25)Mar 6, 2026 · Advisor changed firm · fact
- W•••••• J•••• M••••••• left C•••••• F••••••••• I•• for M••••••• W••••• L•• (registered 2024-03-31)Jan 2, 2024 · 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
- No RAUM reportedderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address