DFX Intelligence
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Registered advisor
J••• A•••••• J••••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as J••• A•••••• J••••••••• J••••••
At current firm
0 y
since Dec 16, 2025
In the industry
13 y
since Aug 1, 2013 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, 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
- W•••• F•••• A••••••• wirehouse currentsince Dec 16, 2025 · San Diego, Ca
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseSep 10, 2018 to Dec 18, 2025 · San Diego, Ca
- T• A••••••••• I••••••••• M••••••••• L•• formerNov 22, 2016 to Sep 7, 2018 · San Diego, Ca
- T• A••••••••• I••• formerNov 22, 2016 to Sep 7, 2018 · San Diego, Ca
Moves
a registration end followed by a registration begin elsewhere
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to W•••• F•••• A•••••••left Dec 18, 2025, registered Dec 16, 2025 (-2 days) · Wirehouse to wirehouse · moved with a team
- T• A••••••••• I••••••••• M••••••••• L•• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Sep 7, 2018, registered Sep 10, 2018 (3 days) · RIA to wirehouse
- T• A••••••••• I••• to T• A••••••••• I••••••••• M••••••••• L••left Sep 7, 2018, registered Nov 22, 2016 (-654 days) · channel change inside one enterprise, not a move · moved with a team
Signals
- ••• LockedDec 18, 2025 · Advisor changed firm · fact
Transition signalsWhat these will draw onThe 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.
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wirehousederived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address