DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at JFG FAMILY OFFICE
Arlington, VA | DENVER, CO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| JFG FAMILY OFFICE | Independent wealth | Apr 2, 2025 | n/a | yes | DENVER, CO|Arlington, VA | Current employment |
| JFG WEALTH MANAGEMENT, LLC | Former SEC adviser | Aug 5, 2024 | Jan 19, 2026 | no | Washington, DC|DENVER, CO|Arlington, VA | Previous registration |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Nov 30, 2023 | Apr 6, 2024 | no | Newark, DE|Washington, DC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| JFG WEALTH MANAGEMENT, LLC | JFG FAMILY OFFICE | Jan 19, 2026 | Apr 2, 2025 | -292 | Firm change after gap | RIA to RIA |
| J.P. MORGAN SECURITIES LLC | JFG WEALTH MANAGEMENT, LLC | Apr 6, 2024 | Aug 5, 2024 | 121 | Firm change | Wirehouse to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 285023:125101:VA:2026-01-19 | Jan 19, 2026 | Apr 2, 2025 | ARLINGTON, VA | Firm change after gap |