DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Registered advisor
J•••• R•••••• J•••••
Certified Financial Planner
Feed of 09/14/2026
ContactWhat is shown hereOnly business contact points published by the advisor’s firm, on its own site or advisor directory, and matched to this registered advisor with a second fact beyond the name. Nothing is inferred or guessed; an office or team line is labelled as such and never shown as a direct line.
what the firm publishes for this advisor, each with the page it was read from
- Advisor profile
- ••• Lockedreportedboyerfs.comfirm site, Sep 24, 2026
- Advisor profile
- ••• Lockedreportedboyerfs.comfirm site, Sep 16, 2026
- Team page
- ••• Lockedreportedwithheld-3firm site, Sep 24, 2026
At current firm
2 y
since Sep 10, 2024
In the industry
12 y
since Feb 1, 2014 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Professional profileWhat is shown hereOnly 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.
title, designations and roles as the firm prints them
- Title
- Sr. Private Wealth Advisorreportedboyerfs.comfirm site, Sep 16, 2026
Registration history
IAPD current and previous registrations
- B•••• F•••••••• S•••••••• I••• independent RIA currentsince Sep 10, 2024 · Newport Beach, Ca
- L•• F•••••••• L•• BD affiliatedJun 21, 2017 to Dec 16, 2024 · Newport Beach, Ca
Moves
a registration end followed by a registration begin elsewhere
- L•• F•••••••• L•• to B•••• F•••••••• S•••••••• I•••left Dec 16, 2024, registered Sep 10, 2024 (-97 days) · Affiliated broker-dealer or bank to a newly registered adviser
Signals
- ••• LockedDec 16, 2024 · Advisor changed firm · fact
Transition signals
No combined mobility score is published yet. The signals above are on record, each with its own history and base rate.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address