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•••• M•••••• J•••••••
- Title
- Senior Wealth Advisor, Partnerreportedalphacore.comfirm site, Sep 15, 2026
- Professional profile
- linkedin.com/in/jim-johnston-b437a73reportedalphacore.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.
- A•••••••• C•••••• L•• independent RIA currentsince Jan 1, 2025 · Glendale, Co
- W••••••• F•••••••• S•••••••• I••• formerApr 2, 2009 to Sep 29, 2010 · Denver, Co
- R••• S••••••••• I••• unclassifiedJan 26, 2007 to Jan 3, 2008 · Denver, Co
- J••••••• • A••••••••• I•• formerJan 1, 1999 to Jun 13, 2023 · Denver, Co
- C•••••• I••••••••• G••••• I••• independent RIAJan 1, 1999 to Sep 2, 2004 · Colorado Springs, Co
- J••••••• • A••••••••• I•• to R••• S••••••••• I•••left Jun 13, 2023, registered Jan 26, 2007 (-5982 days) · Other
- W••••••• F•••••••• S•••••••• I••• to A•••••••• C•••••• L••left Sep 29, 2010, registered Jan 1, 2025 (5208 days) · Other
- R••• S••••••••• I••• to W••••••• F•••••••• S•••••••• I•••left Jan 3, 2008, registered Apr 2, 2009 (455 days) · Other
- C•••••• I••••••••• G••••• I••• to J••••••• • A••••••••• I••left Sep 2, 2004, registered Jan 1, 1999 (-2071 days) · Other
- J•••• M•••••• J••••••• left J••••••• • A••••••••• I•• for R••• S••••••••• I••• (registered 2007-01-26)Jun 13, 2023 · Advisor changed firm · fact
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
- 43derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address