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.

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.

Registered advisor

J••••••• J• B••••••

W••••• W••••• M••••••••• G••••• L• L• C•state registeredMissouri City, Tx IA-onlyIAPD 6275292

Feed of 09/15/2026

Also filed as Jonathan Jamelle Bolston

At current firm

0 y

since Nov 25, 2025

In the industry

12 y

since Feb 7, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

W••••• W••••• M••••••••• G••••• L• L• C• state registered current
since Nov 25, 2025 · Charlotte, Nc
E•••••• A••••••• G••••• L•• BD affiliated
May 13, 2024 to Nov 19, 2025 · Missouri City, Tx
W••••• W••••• M••••••••• G••••• L• L• C• state registered
Apr 10, 2019 to Apr 30, 2024 · Missouri City, Tx
B•••••• F•••••••• unclassified
Jan 15, 2019 to Mar 26, 2019 · Sugarland, Tx
B•••••• F•••••••• unclassified
Aug 2, 2016 to Dec 31, 2018 · Sugarland, Tx
E••••• J•••• national BD
Feb 24, 2014 to Sep 4, 2014 · St Louis, Mo

Moves

a registration end followed by a registration begin elsewhere

E•••••• A••••••• G••••• L•• to W••••• W••••• M••••••••• G••••• L• L• C•
left Nov 19, 2025, registered Nov 25, 2025 (6 days) · Affiliated broker-dealer or bank to a state-registered adviser
W••••• W••••• M••••••••• G••••• L• L• C• to E•••••• A••••••• G••••• L••
left Apr 30, 2024, registered May 13, 2024 (13 days) · Other
B•••••• F•••••••• to W••••• W••••• M••••••••• G••••• L• L• C•
left Mar 26, 2019, registered Apr 10, 2019 (15 days) · Other
E••••• J•••• to B•••••• F••••••••
left Sep 4, 2014, registered Aug 2, 2016 (698 days) · Other

Signals

J••••••• J• B•••••• left E•••••• A••••••• G••••• L•• for W••••• W••••• M••••••••• G••••• L• L• C• (registered 2025-11-25)
Nov 19, 2025 · Advisor changed firm · fact
J••••••• J• B•••••• left W••••• W••••• M••••••••• G••••• L• L• C• for E•••••• A••••••• G••••• L•• (registered 2024-05-13)
Apr 30, 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: STATE REGISTEREDderived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address