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 Mourning

Schwab Wealth Advisory, Inc.no RAUMWestlake, Txdual registrantIAPD 7219991

Certified Financial Planner

Feed of 09/14/2026

Also filed as Justin Eli Mourning

At current firm

0 y

since Aug 7, 2026

In the industry

10 y

since Jan 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Schwab Wealth Advisory, Inc. no RAUM current
since Aug 7, 2026 · Westlake, Tx
J.P. Morgan Securities LLC wirehouse
Oct 1, 2024 to Jul 26, 2026 · Dallas, Tx
Momentum Independent Network Inc. BD affiliated
Nov 17, 2023 to Sep 26, 2024 · Colleyville, Tx
Beacon Pointe Advisors, LLC independent RIA
Jun 6, 2023 to Nov 1, 2023 · Plano, Tx
Westwood Wealth Management mixed wealth
May 7, 2020 to May 2, 2023 · Dallas, Tx

Moves

a registration end followed by a registration begin elsewhere

J.P. Morgan Securities LLC to Schwab Wealth Advisory, Inc.
left Jul 26, 2026, registered Aug 7, 2026 (12 days) · Other
Momentum Independent Network Inc. to J.P. Morgan Securities LLC
left Sep 26, 2024, registered Oct 1, 2024 (5 days) · Affiliated broker-dealer or bank to wirehouse
Beacon Pointe Advisors, LLC to Momentum Independent Network Inc.
left Nov 1, 2023, registered Nov 17, 2023 (16 days) · RIA to affiliated broker-dealer or bank
Westwood Wealth Management to Beacon Pointe Advisors, LLC
left May 2, 2023, registered Jun 6, 2023 (35 days) · RIA to RIA

Signals

Justin Mourning left J.P. Morgan Securities Llc for Schwab Wealth Advisory, Inc. (registered 2026-08-07)
Jul 26, 2026 · Advisor changed firm · fact
Justin Mourning left Momentum Independent Network Inc. for J.P. Morgan Securities Llc (registered 2024-10-01)
Sep 26, 2024 · Advisor changed firm · fact
Justin Mourning left Beacon Pointe Advisors, Llc for Momentum Independent Network Inc. (registered 2023-11-17)
Nov 1, 2023 · Advisor changed firm · fact
Justin Mourning left Westwood Wealth Management for Beacon Pointe Advisors, Llc (registered 2023-06-06)
May 2, 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: No RAUM reportedderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address