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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SEC-registered adviser
J•• • A••••••••• L••
Latest filing Jan 13, 2026
First filing on the tape Feb 1, 2021 · 24 filings
SEC status approved since Mar 9, 2021
RAUM
$268M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
99%
$267M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$268M
derived; firm RAUM over IAPD count
Employees
4
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
24 filings and snapshots on the tape
RAUM$268M as of Jan 13, 2026
Mar 8, 2022$337M then
HNW client RAUM$145M as of Jan 13, 2026
Mar 8, 2022$173M then
State-registered IARs (5.B.3)1 as of Jan 13, 2026
Mar 8, 20225 then
Employees (5.A)4 as of Jan 13, 2026
Mar 8, 20227 then
Private funds: no history
RAUM -22% over the last fiscal year-1.9% a year over threeIARs 2 to 1offices 1 to 0
Practice profile
derived from the filing of Jan 13, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $268MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 1,453derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $433,411derivedHNW RAUM over HNW clients
- Average account
- $183,942derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.3%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 4.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -22%derivedbetween the last two annual amendments
- Advisor growth, one year
- -50%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +49%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consultingreportedItem 5.G
- Wrap fee program
- $264MreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$145M54%
- Individuals$122M45%
- Corporations and businesses$1.1M0.4%
- Pension and profit-sharing plans$677,3400.3%
- Individual clients
- 1,119reported
- HNW clients
- 334reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 1,459reported
- Financial planning clients
- 0reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| J•••• M•••••• K••• | Spokane, Wa | Mar 11, 2021 | 19 y | 2 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount3 left over 36 months
Left, latest
- B•••••• B••••• M••••••••• to F•••••• A•••• M•••••••••Jun 27, 2025 · RIA to a newly registered adviser
- G••• G•••••• G•••• to U•• F•••••••• S••••••• I•••Aug 19, 2024 · RIA to wirehouse
- M•••••• S•••• L••• to L•• F•••••••• L••Jan 18, 2024 · RIA to affiliated broker-dealer or bank
Joined, latest
- J•••• M•••••• K••• from F•••••••• A•••••••• I••••••••• M•••••••••Mar 11, 2021 · RIA to a newly registered adviser
- M•••••• S•••• L••• from F•••••••• A•••••••• I••••••••• M•••••••••Mar 10, 2021 · RIA to a newly registered adviser
- G••• G•••••• G•••• from F•••••••• A•••••••• I••••••••• M•••••••••Mar 9, 2021 · RIA to a newly registered adviser
- B•••••• B••••• M••••••••• from F•••••••• A•••••••• I••••••••• M•••••••••Mar 9, 2021 · RIA to a newly registered adviser
Teams: two or more advisors moving together within fourteen days, from one state
- 4 joined from F•••••••• A•••••••• I••••••••• M•••••••••Jun 30, 2021 · Spokane, Wa
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- K•••• J••••• M•••••• · Managing Member & Ccocontrolsince 01/2021 · owns 75% or more
- M••••••••• B••••••• B••••• · Operations Officercontrolsince 04/2021 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Spokane, Wa · principal | 1 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Colville, WA1 employees
What changed
consecutive filings, newest first
- Accounts · 2,013 to 1,459Aug 12, 2025 to Jan 13, 2026
- Advisory employees · 2 to 1Aug 12, 2025 to Jan 13, 2026
- BD registered reps · 2 to 1Aug 12, 2025 to Jan 13, 2026
- Corporate clients · 5 to 0Aug 12, 2025 to Jan 13, 2026
- HNW clients · 143 to 334Aug 12, 2025 to Jan 13, 2026
- Individual clients · 832 to 1,119Aug 12, 2025 to Jan 13, 2026
- Employees · 3 to 4Aug 12, 2025 to Jan 13, 2026
- State-registered IARs · 2 to 1Aug 12, 2025 to Jan 13, 2026
- Discretionary RAUM · $343M to $268MAug 12, 2025 to Jan 13, 2026
- HNW RAUM · $181M to $145MAug 12, 2025 to Jan 13, 2026
- Individual RAUM · $158M to $122MAug 12, 2025 to Jan 13, 2026
- Pension RAUM · $2.6M to $677,340Aug 12, 2025 to Jan 13, 2026
- RAUM · $343M to $268MAug 12, 2025 to Jan 13, 2026
- Financial planning clients · 0 to 0Jul 8, 2025 to Aug 12, 2025
- Other offices · 1 to 0Jul 8, 2025 to Aug 12, 2025
- Accounts · 2,274 to 2,013Oct 8, 2024 to Jan 17, 2025
- BD registered reps · 3 to 2Oct 8, 2024 to Jan 17, 2025
- Corporate clients · 13 to 5Oct 8, 2024 to Jan 17, 2025
- HNW clients · 183 to 143Oct 8, 2024 to Jan 17, 2025
- Individual clients · 951 to 832Oct 8, 2024 to Jan 17, 2025
- Employees · 5 to 3Oct 8, 2024 to Jan 17, 2025
- State-registered IARs · 3 to 2Oct 8, 2024 to Jan 17, 2025
- Discretionary RAUM · $353M to $343MOct 8, 2024 to Jan 17, 2025
- HNW RAUM · $182M to $181MOct 8, 2024 to Jan 17, 2025
- Individual RAUM · $161M to $158MOct 8, 2024 to Jan 17, 2025
- Pension RAUM · $2.3M to $2.6MOct 8, 2024 to Jan 17, 2025
- RAUM · $353M to $343MOct 8, 2024 to Jan 17, 2025
- Accounts · 2,133 to 2,274Jan 4, 2024 to Jan 12, 2024
- Advisory employees · 3 to 2Jan 4, 2024 to Jan 12, 2024
- BD registered reps · 5 to 3Jan 4, 2024 to Jan 12, 2024
- Corporate clients · 11 to 13Jan 4, 2024 to Jan 12, 2024
- HNW clients · 159 to 183Jan 4, 2024 to Jan 12, 2024
- Individual clients · 914 to 951Jan 4, 2024 to Jan 12, 2024
- Employees · 8 to 5Jan 4, 2024 to Jan 12, 2024
- State-registered IARs · 5 to 3Jan 4, 2024 to Jan 12, 2024
- Discretionary RAUM · $285M to $353MJan 4, 2024 to Jan 12, 2024
- HNW RAUM · $138M to $182MJan 4, 2024 to Jan 12, 2024
- Individual RAUM · $140M to $161MJan 4, 2024 to Jan 12, 2024
- Pension RAUM · $599,851 to $2.3MJan 4, 2024 to Jan 12, 2024
- RAUM · $285M to $353MJan 4, 2024 to Jan 12, 2024
Signals
7 dated events
- B•••••• B••••• M••••••••• left J•• • A••••••••• L•• for F•••••• A•••• M••••••••• (registered 2025-06-13)Jun 27, 2025 · Advisor changed firm · fact
- G••• G•••••• G•••• left J•• • A••••••••• L•• for U•• F•••••••• S••••••• I••• (registered 2024-09-23)Aug 19, 2024 · Advisor changed firm · fact
- M•••••• S•••• L••• left J•• • A••••••••• L•• for L•• F•••••••• L•• (registered 2024-01-19)Jan 18, 2024 · Advisor changed firm · fact
- Shane Matthew Lusk (Operations Director) no longer on Schedule A of J•• • A••••••••• L•• (listed 2024-01-04, absent 2024-01-12)Jan 12, 2024 · Control person left · inference
- Blaine Brandon Michaelsen (Operations Officer) appeared on Schedule A of J•• • A••••••••• L••Apr 7, 2021 · Control person joined · fact
- Shane Matthew Lusk (Operations Director) appeared on Schedule A of J•• • A••••••••• L••Apr 7, 2021 · Control person joined · fact
- J•• • A••••••••• L•• filed its initial SEC registration (Form ADV)Feb 1, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- jmkteam@jmkfa.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 509-703-7674reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 509-703-7771reportedpublished by the firm, firm site, Sep 17, 2026
- Website
- jmkfa.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 509-703-7771reportedpublic record, Form ADV, Jan 13, 2026
- Contact form
- jmkfa.com/contactreportedpublished by the firm, firm site, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $268Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026