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••• B•••••• F••••••

H• W•••••independent RIATowson, Md IA-onlyIAPD 7151024

Certified Financial Planner

Feed of 09/14/2026

Also filed as Jackson Finigan

At current firm

1 y

since Feb 3, 2025

In the industry

13 y

since Aug 1, 2013 (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

H• W••••• independent RIA current
since Feb 3, 2025 · Towson, Md
W•• P•••••••• L•• former
Apr 24, 2023 to Feb 3, 2025 · Towson, Md
W•••• F•••• A••••••• wirehouse
Mar 6, 2020 to Mar 20, 2023 · New York, Ny
J••• M••••• S••••••••• L•• wirehouse
Oct 11, 2019 to Mar 12, 2020 · New York, Ny

Moves

a registration end followed by a registration begin elsewhere

W•• P•••••••• L•• to H• W•••••
left Feb 3, 2025, registered Feb 3, 2025 (0 days) · RIA to RIA · moved with a team
W•••• F•••• A••••••• to W•• P•••••••• L••
left Mar 20, 2023, registered Apr 24, 2023 (35 days) · Wirehouse to independent RIA
J••• M••••• S••••••••• L•• to W•••• F•••• A•••••••
left Mar 12, 2020, registered Mar 6, 2020 (-6 days) · Wirehouse to wirehouse · moved with a team

Signals

J••• B•••••• F•••••• left W•• P•••••••• L•• for H• W••••• (registered 2025-02-03)
Feb 3, 2025 · Advisor changed firm · fact
J••• B•••••• F•••••• left W•••• F•••• A••••••• for W•• P•••••••• L•• (registered 2023-04-24)
Mar 20, 2023 · 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: Independent wealth managerderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address