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• W••••• A••••••• L••
Latest filing May 5, 2026
First filing on the tape Sep 25, 2023 · 13 filings
SEC status approved since Oct 26, 2023
RAUM
$0
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
3
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
13 filings and snapshots on the tape
RAUM$0 as of May 5, 2026
Mar 7, 2024$11.2M then
HNW client RAUM$20.1M as of May 7, 2025
Apr 24, 2025$20.1M then
State-registered IARs (5.B.3)0 as of May 5, 2026
Mar 7, 20242 then
Employees (5.A)3 as of May 5, 2026
Mar 7, 202414 then
Private funds: no history
RAUM -100% over the last fiscal yearIARs 2 to 0offices 2 to 0
Practice profile
derived from the filing of May 5, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $0derivedRAUM 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
- unknownderivedRAUM over accounts (5.F.2.f)
- Discretionary
- unknownderivedof RAUM
- Institutional
- unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 3.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -100%derivedbetween the last two annual amendments
- Advisor growth, one year
- -100%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- otherreportedItem 5.E
- Advisory activities
- otherreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 0reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- n/areported
- Class basis
- private_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| B•••• J••• F••••• | Nashville, Tn | Apr 16, 2025 | 11 y | 0 |
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 headcount2 left over 36 months
Left, latest
- S••••• M•••••• M••••••• to A••••••• A••••• L••Aug 20, 2025 · Other
- S••• F••••• to A••••••• A••••• L••Aug 20, 2025 · Other
Joined, latest
- S••••• M•••••• M••••••• from S••••••••• W•••••Oct 26, 2023 · RIA to a newly registered adviser
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for A••••••• A••••• L••Aug 20, 2025 · Nashville, Tn
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- F•••••• B••••• J••• · Ccocontrolsince 08/2023 · owns less than 5%
- M•••••••• S•••••• M•••••• · Manager/Iarsince 11/2024 · owns less than 5%
Entity owners
- J• F•••••••• G•••• L•• · Ownerdirect · owns 75% or more
- J•• G••••• L•• · Ownerdirect · owns 75% or more
- J••• H••••••• L•• · Ownerindirect · owns 75% or more of J• F•••••••• G•••• L••
- J•• H•••••••• L•• · Majority Ownerindirect · owns 50% to 75% of J•• G••••• L••
Related persons
Schedule D 7.A
- M••• M•••••••• C•• L••real estatey
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Nashville, Tn · principal | 1 | 0 | 0 | ||
| Traverse City, Mi | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Nashville, TN1 employees
- Traverse City, MI1 employees
What changed
consecutive filings, newest first
- Advisory employees · 0 to 1Mar 18, 2026 to May 5, 2026
- Accounts · 108 to 0May 7, 2025 to Aug 20, 2025
- Advisory employees · 2 to 0May 7, 2025 to Aug 20, 2025
- Advisory activities · 3 to 1May 7, 2025 to Aug 20, 2025
- HNW clients · 7.0 to unsetMay 7, 2025 to Aug 20, 2025
- Individual clients · 101.0 to unsetMay 7, 2025 to Aug 20, 2025
- Employees · 7 to 3May 7, 2025 to Aug 20, 2025
- HQ city · NORFOLK to NASHVILLEMay 7, 2025 to Aug 20, 2025
- HQ state · VA to TNMay 7, 2025 to Aug 20, 2025
- State-registered IARs · 2 to 0May 7, 2025 to Aug 20, 2025
- Other offices · 2 to 0May 7, 2025 to Aug 20, 2025
- Discretionary RAUM · $31.7M to $0May 7, 2025 to Aug 20, 2025
- HNW RAUM · 20072532.0 to unsetMay 7, 2025 to Aug 20, 2025
- Individual RAUM · 11673636.0 to unsetMay 7, 2025 to Aug 20, 2025
- RAUM · $31.7M to $0May 7, 2025 to Aug 20, 2025
- Financial planning clients · unset to Apr 24, 2025 to May 7, 2025
- HNW clients · unset to 7.0Jan 6, 2025 to Apr 24, 2025
- Accounts · 67 to 108Jan 6, 2025 to Apr 24, 2025
- Individual clients · 42 to 101Jan 6, 2025 to Apr 24, 2025
- Discretionary RAUM · $11.2M to $31.7MJan 6, 2025 to Apr 24, 2025
- HNW RAUM · unset to 20072532.0Jan 6, 2025 to Apr 24, 2025
- Individual RAUM · $11.2M to $11.7MJan 6, 2025 to Apr 24, 2025
- RAUM · $11.2M to $31.7MJan 6, 2025 to Apr 24, 2025
- Employees · 14 to 7Aug 5, 2024 to Nov 26, 2024
- HQ city · NASHVILLE to NORFOLKAug 5, 2024 to Nov 26, 2024
- HQ state · TN to VAAug 5, 2024 to Nov 26, 2024
- Other offices · 13 to 2Aug 5, 2024 to Nov 26, 2024
- Accounts · 0 to 67Oct 25, 2023 to Mar 7, 2024
- Advisory employees · 1 to 2Oct 25, 2023 to Mar 7, 2024
- Individual clients · unset to 42.0Oct 25, 2023 to Mar 7, 2024
- Employees · 2 to 14Oct 25, 2023 to Mar 7, 2024
- State-registered IARs · 1 to 2Oct 25, 2023 to Mar 7, 2024
- Other offices · 1 to 13Oct 25, 2023 to Mar 7, 2024
- Discretionary RAUM · $0 to $11.2MOct 25, 2023 to Mar 7, 2024
- Individual RAUM · unset to 11165602.0Oct 25, 2023 to Mar 7, 2024
- RAUM · $0 to $11.2MOct 25, 2023 to Mar 7, 2024
Signals
9 dated events
- S••• F••••• left J• W••••• A••••••• L•• for A••••••• A••••• L•• (registered 2025-08-21)Aug 20, 2025 · Advisor changed firm · fact
- S••••• M•••••• M••••••• left J• W••••• A••••••• L•• for A••••••• A••••• L•• (registered 2025-08-20)Aug 20, 2025 · Advisor changed firm · fact
- 2 advisors left J• W••••• A••••••• L•• (Nashville, TN) for A••••••• A••••• L•• on the same dayAug 20, 2025 · Team lift-out · derived
- J• W••••• A••••••• L•• reported 2 offices beyond its principal office, down from 13 (2024-08-05 to 2024-11-26)Nov 26, 2024 · Office count change · derived
- Edward James Fisher (Manager) no longer on Schedule A of J• W••••• A••••••• L•• (listed 2024-08-05, absent 2024-11-26)Nov 26, 2024 · Control person left · inference
- J• W••••• A••••••• L•• reported 13 offices beyond its principal office, up from 1 (2023-10-25 to 2024-03-07)Mar 7, 2024 · Office count change · derived
- Michael Steven Milligan (Minority Owner) no longer on Schedule A of J• W••••• A••••••• L•• (listed 2023-10-04, absent 2023-10-25)Oct 25, 2023 · Control person left · inference
- Jared Hendry (Owner) no longer on Schedule A of J• W••••• A••••••• L•• (listed 2023-10-04, absent 2023-10-25)Oct 25, 2023 · Control person left · inference
- J• W••••• A••••••• L•• filed its initial SEC registration (Form ADV)Sep 25, 2023 · 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
- Firm profile
- linkedin.com/company/jb-wealth-advisors?trk=ppro_cprofreportedpublic record, Form ADV, Sep 18, 2026
- Website
- jbwealthadvisors.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 615-560-8268reportedpublic record, Form ADV, May 5, 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
- No RAUM reportedderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026