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Jfg Wealth Management, LLC

CRD 285023SEC# 801-108299Denver, CO
Export (members)
No longer SEC-registered. Jfg Wealth Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$1.16B
Employees
47
Accounts
754
Location
Denver, CO

Jfg Wealth Management, LLC assets under management

Jfg Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Denver, CO. It reports $1.2 billion in regulatory assets under management and employs 47 people.

Jfg Wealth Management, LLC owners & executives

8 reported
NameTitleOwnershipSince
Albert Wayne WilliamsManaging DirectorUnder 5%2016
Brandon Carroll Johnson ControlChief Executive OfficerUnder 5%2016
Johnson Financial Group Llc ControlManaging MemberOver 75%2016
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Frequently asked questions

How much does Jfg Wealth Management, LLC manage?

Jfg Wealth Management, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.

How many employees does Jfg Wealth Management, LLC have?

Jfg Wealth Management, LLC reports 47 employees.

Where is Jfg Wealth Management, LLC located?

Jfg Wealth Management, LLC is based in Denver, CO.

Does Jfg Wealth Management, LLC disclose fund performance?

Jfg Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1144 Fifteenth Street, Suite 3950, Denver, CO 80202
Office hours8:00 a.m. - 5:00 p.m. Mt
Discloses disciplinary historyNo

Assets under management

Discretionary$684.1M
Non-discretionary$478.4M
Total (RAUM)$1.16B