DFX Intelligence
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Registered advisor
J•••• J••• G••••••
Chartered Financial Consultant
Feed of 09/22/2026
Also filed as J•••• J••• G••••••
At current firm
0 y
since Feb 26, 2026
In the industry
14 y
since Nov 1, 2011 (earliest exam, job or registration)
Prior registered firms
0
IAPD previous registrations
State registrations
5
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- F•• W••••• M••••••••• L•• BD affiliated currentsince Feb 26, 2026 · West Des Moines, Ia
Moves
a registration end followed by a registration begin elsewhere
No firm change on the tape.
Signals
- J•••• J••• G•••••• added a CO registration at F•• W••••• M••••••••• L••Sep 21, 2026 · New state registration · 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
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address