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.

Current firm

JFG FAMILY OFFICE

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 1, 2010earliest registration or exam on IAPD

Years in industry

15derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Nov 18, 2010

First registration

Nov 19, 2010

Dual registered

no

Other names

JESSICA SPEARS|JESSICA KATHRYN SPEARS

IAPD individual key

5410285

• Occurred

  Jan 19, 2026
  Advisor changed firm

  Jessica K. Margetson left Jfg Wealth Management, Llc for Jfg Family Office (registered 2024-08-02)

  Form ADVobserved 4 days ago
• Occurred

  Jul 2, 2024
  Advisor changed firm

  Jessica K. Margetson left Invictus Private Wealth, Llc for Jfg Wealth Management, Llc (registered 2024-08-02)

  Form ADVobserved 4 days ago
• Occurred

  Jun 1, 2022
  Advisor changed firm

  Jessica K. Margetson left Ubs Financial Services Inc. for Invictus Private Wealth, Llc (registered 2022-07-01)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:60eaee04-eb5e-65b2-8bb8-444e64b7ad16

First observed

Nov 19, 2010

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.