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.
Registered advisor
Justin Martin James
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/14/2026
Also filed as Justin James Wetz
At current firm
2 y
since Feb 6, 2024
In the industry
13 y
since Mar 1, 2013 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Foster Group, Inc. independent RIA currentsince Feb 6, 2024 · West Des Moines, Ia
- Cambridge Investment Research Advisors, Inc. BD affiliatedSep 1, 2021 to Jul 19, 2023 · Pella, Ia
- Intellicents Investment Solutions Inc mixed wealthSep 30, 2019 to Aug 6, 2021 · Albert Lea, Mn
Moves
a registration end followed by a registration begin elsewhere
- Cambridge Investment Research Advisors, Inc. to Foster Group, Inc.left Jul 19, 2023, registered Feb 6, 2024 (202 days) · Affiliated broker-dealer or bank to independent RIA
- Intellicents Investment Solutions Inc to Cambridge Investment Research Advisors, Inc.left Aug 6, 2021, registered Sep 1, 2021 (26 days) · Other
Signals
- Justin Martin James left Cambridge Investment Research Advisors, Inc. for Foster Group, Inc. (registered 2024-02-06)Jul 19, 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