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••• F••••••

Institutional managerSan Francisco, CaliforniaCRD 327226SEC 801-135569websiteIAPD
Legal name J••• F•••••• A•••••••• L••
Latest filing Feb 20, 2026
First filing on the tape Feb 20, 2026 · 1 filings
SEC status approved since Mar 20, 2026
RAUM
$46.7M
reported, Item 5.F
Discretionary
83%
of RAUM
Private clients
7.1%
$3.3M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$9.3M
derived; firm RAUM over IAPD count
Employees
6
4 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
1 filings and snapshots on the tape
RAUM: $46.7M
HNW client RAUM: no history
State-registered IARs (5.B.3): 4
Employees (5.A): 6
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Feb 20, 2026; every figure names its basis
Archetypes, each a printed rule
  • Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
  • OCIO / institutional advisory · selection of other advisers (5.G.7) and institutional share at least 50 percent
  • Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
RAUM per advisor
$9.3MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$232,443derivedRAUM over accounts (5.F.2.f)
Discretionary
83%derivedof RAUM
Institutional
93%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.2derivedItem 5.A over advisors
Advisors per office
1.3derived4 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, hourly, otherreportedItem 5.E
Advisory activities
portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
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)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pension and profit-sharing plans$27.6M59%
  • Charitable organizations$15.9M34%
  • Individuals$3.3M7.1%
Individual clients
95reported
HNW clients
n/areported
Pension plan clients
73reported
Charitable clients
4reported
Accounts
201reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, hourlyreported
Class basis
private_client_share=0.07 fund_share=0.0 institutional_share=0.93 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
A•••••••• W••••• S••••••••San F••••••••, Ca Sep 29, 202312 y0
G••••• E••••• G•••••••San F••••••••, CaSep 29, 202311 y2
M••••• L••• W••••••••San F••••••••, Ca Aug 14, 202415 y0
F•••••••• A• G•••••Philadelphia, Pa Oct 20, 202410 y0
K•••••• E•••••••• C••••••• G••••Oakland, Ca Jun 25, 202613 y0
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 headcount0 left over 36 months
Left, latest
none on the tape
    Every departureEvery arrival
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • G•••••••• G•••••• E••••• · Ccocontrol
      since 06/2023 · 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
    OfficeAdvisorsJoinedLeftTeams outForming
    San F••••••••, Ca · principal510
    Offices
    Schedule D 1.F, the 25 largest
    No branch office listed.
    What changed
    consecutive filings, newest first
    One filing, no change to show.
    Signals
    No event on the tape.
    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
    Firm profile
    ly.linkedin.com/company/just-futuresreportedpublic record, Form ADV, Sep 18, 2026
    Website
    justfutures.comreportedpublic record, Form ADV, Sep 18, 2026
    Principal office phone
    (302)729-3419reportedpublic record, Form ADV, Feb 20, 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
    Institutional managerderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    $9.3Mderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026