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Lisa Marie Burke

Chief Compliance OfficerJfg Wealth Management, LLCCRD 2020766

About Lisa Marie Burke

Lisa Marie Burke is listed as Chief Compliance Officer at Jfg Wealth Management, LLC in Denver, CO. Form ADV reports a beneficial ownership band of Under 5%. Lisa Marie Burke is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Jfg Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Lisa Marie Burke work?

Lisa Marie Burke is listed as Chief Compliance Officer at Jfg Wealth Management, LLC on SEC Form ADV.

How much of Jfg Wealth Management, LLC does Lisa Marie Burke own?

Form ADV reports a beneficial ownership band of Under 5%.

Jfg Wealth Management, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2025

Johnson Financial Group LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2025