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••••• I••••••••• C••••••
Legal name J••• V• B••••••••• I••••••••• C••••••
Latest filing Feb 12, 2026
First filing on the tape Apr 3, 2025 · 5 filings
SEC status approved since Mar 19, 2025
RAUM
$158M
reported, Item 5.F
Discretionary
0.0%
of RAUM
Private clients
100%
$158M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$31.5M
derived; firm RAUM over IAPD count
Employees
9
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$158M as of Feb 12, 2026
Apr 3, 2025$130M then
HNW client RAUM$74.2M as of Feb 12, 2026
Apr 3, 2025$41.3M then
State-registered IARs (5.B.3)5 as of Feb 12, 2026
Apr 3, 20255 then
Employees (5.A)9 as of Feb 12, 2026
Apr 3, 20259 then
Private funds: no history
RAUM +21% over the last fiscal yearIARs 5 to 5
Practice profile
derived from the filing of Feb 12, 2026; every figure names its basis
Archetypes, each a printed rule
- Broker-dealer affiliated · Item 7.A.1 (broker-dealer affiliate) and at least 50 registered representatives (Item 5.B.2), or the adviser is itself a broker-dealer (6.A.1)
- RAUM per advisor
- $31.5MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 42derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.1MderivedHNW RAUM over HNW clients
- Average account
- $757,912derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 0.0%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.8derivedItem 5.A over advisors
- Advisors per office
- 5.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +21%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -30%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 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
- is a broker-dealer (6.A.1)
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$83.4M53%
- High-net-worth individuals$74.2M47%
- Individual clients
- 190reported
- HNW clients
- 18reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 208reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=8.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| J••• C•••• B••••••••• | J•••Son, Mi | Jun 4, 2010 | 46 y | 0 |
| T•••••• M••• T••••• | J•••Son, Mi | Jun 16, 2010 | 42 y | 0 |
| J•••• J••• B•••••••••Certified Financial Planner | J•••Son, Mi | Dec 22, 2010 | 19 y | 0 |
| J••• J•••• C•••• | J•••Son, Mi | Sep 8, 2017 | 36 y | 1 |
| N••••••• J•••• B••••••••• | J•••Son, Mi | Sep 27, 2017 | 13 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 headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- J••• J•••• C•••• from N••• F•••••••• G••••• I•••Sep 8, 2017 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B••••••••• B••••••• R••• · Ownercontrolsince 12/2016 · owns 10% to 25%
- B••••••••• J•••• J••• · Ownercontrolsince 12/2016 · owns 10% to 25%
- B••••••••• J••• C•••• · Presidentcontrolsince 12/1983 · owns 50% to 75%
- B••••••••• N••••••• J•••• · Ownercontrolsince 12/2016 · owns 10% to 25%
- T•••••• T•••••• M••• · Vice President/Principalcontrolsince 08/2000 · owns less than 5%
- B••••••••• T•••• C•••• · Ownersince 12/2016 · owns less than 5%
- C•••••••• D•••• M•••••• · Chief Compliance Officersince 01/2025 · 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 |
|---|---|---|---|---|---|
| J•••Son, Mi · principal | 5 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
3 against comparable advisers; where to look, not conclusions
- clients down average size upCombination · filing Feb 12, 2026private clients fell 20 percent or more while RAUM per client rose 30 percent or more: a move up-market or the departure of small accounts. RAUM $130,380,225 to $157,645,609, advisors 5 to 5, private clients 298 to 208, offices 0 to 0 (2025-04-03 to 2026-02-12)peers: independent wealth managers, $100M to $500M (5,676)
- low discretionary shareStatic outlier · filing Feb 12, 2026discretionary share of RAUM of 0% against a peer median of 100% (5676 comparable advisers, 0.0th percentile, 33.7 robust deviations)peers: independent wealth managers, $100M to $500M (5,676) · 0.0% percentile
- HNW share shiftChange between filings · filing Feb 12, 2026HNW share of RAUM moved from 32.0% to 47.0% between the annual amendments of 2025-04-03 and 2026-02-12peers: independent wealth managers, $100M to $500M (5,676)
What changed
consecutive filings, newest first
- Accounts · 298 to 208Aug 26, 2025 to Feb 12, 2026
- Individual clients · 280 to 190Aug 26, 2025 to Feb 12, 2026
- HNW RAUM · $41.3M to $74.2MAug 26, 2025 to Feb 12, 2026
- Individual RAUM · $89.1M to $83.4MAug 26, 2025 to Feb 12, 2026
- Non-discretionary RAUM · $130M to $158MAug 26, 2025 to Feb 12, 2026
- RAUM · $130M to $158MAug 26, 2025 to Feb 12, 2026
- Related adviser · false to trueAug 26, 2025 to Feb 12, 2026
- Advisory activities · 3 to 2Jul 29, 2025 to Aug 26, 2025
- Advisory activities · 2 to 3May 13, 2025 to Jul 29, 2025
- Financial planning clients · 1-10 to 1-10May 13, 2025 to Jul 29, 2025
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
- Business email
- m•••@j••••.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 517-787-2430reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 517-787-9298reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 800-787-2430reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- w••.j••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 517-787-2430reportedpublic record, Form ADV, Feb 12, 2026
- Contact form
- j••••.comreportedpublished by the firm, firm site, Sep 16, 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
- $31.5Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026