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.

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Registered advisor

J••• C••••• P••••

J••• M••••• S••••••••• L••wirehouseMiami, Fldual registrantIAPD 6517211

Feed of 09/14/2026

Also filed as Juan Pajon

At current firm

1 y

since Jul 27, 2025

In the industry

12 y

since Jan 1, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

J••• M••••• S••••••••• L•• wirehouse current
since Jul 27, 2025 · Miami, Fl
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Nov 18, 2021 to Jul 8, 2025 · Miami, Fl
S•••••• S••••••••• I••• BD affiliated
Sep 18, 2019 to Aug 23, 2021 · Coral Gables, Fl
T••••• A••••••• S•••••••• I••• BD affiliated
Nov 9, 2017 to Sep 10, 2019 · Coral Gables, Fl
W•••• F•••• A••••••• wirehouse
Nov 19, 2015 to Aug 3, 2017 · Washington, Dc

Moves

a registration end followed by a registration begin elsewhere

M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to J••• M••••• S••••••••• L••
left Jul 8, 2025, registered Jul 27, 2025 (19 days) · Wirehouse to wirehouse
S•••••• S••••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Aug 23, 2021, registered Nov 18, 2021 (87 days) · RIA to wirehouse
T••••• A••••••• S•••••••• I••• to S•••••• S••••••••• I•••
left Sep 10, 2019, registered Sep 18, 2019 (8 days) · Affiliated broker-dealer or bank to another · moved with a team
W•••• F•••• A••••••• to T••••• A••••••• S•••••••• I•••
left Aug 3, 2017, registered Nov 9, 2017 (98 days) · Other

Signals

J••• C••••• P•••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for J••• M••••• S••••••••• L•• (registered 2025-07-27)
Jul 8, 2025 · 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: Wirehousederived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address