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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst30 years in industry

JAMES BLAIR CALLAHAN

Advisor at CERITY PARTNERS LLC

Denver, CO | NEW YORK, NY

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Search this name across graphsid dfx:ria:7b781d6d-53af-6b02-bb7a-9336ef2f1c71

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Nov 16, 2006 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CERITY PARTNERS LLC
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: Nov 15, 1995earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S63
First exam: Nov 15, 1995
First registration: Nov 16, 2006
Dual registered: no
Other names: JIM CALLAHAN
IAPD individual key: 2679930

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CERITY PARTNERS LLC	Independent wealth	Aug 10, 2026	n/a	yes	NEW YORK, NY\|Denver, CO	Current employment
JFG WEALTH MANAGEMENT, LLC	Former SEC adviser	Jan 13, 2023	Jan 19, 2026	no	DENVER, CO	Previous registration
JFG FAMILY OFFICE	Independent wealth	Jan 13, 2023	Jul 28, 2026	no	DENVER, CO	Previous registration
SAZA WEALTH PARTNERS LLC	n/a	Dec 3, 2020	Jan 27, 2023	no	DENVER, CO	Previous registration
SHINE WEALTH PARTNERS	Former SEC adviser	Sep 10, 2019	Oct 8, 2020	no	LONE TREE, CO\|LONE TREE, CO	Previous registration
JANICZEK WEALTH MANAGEMENT	Former SEC adviser	Aug 11, 2011	May 13, 2019	no	DENVER, CO	Previous registration
BB&T ASSET MANAGEMENT, INC.	n/a	Nov 16, 2006	Aug 20, 2010	no	RALEIGH, NC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
JFG FAMILY OFFICE	CERITY PARTNERS LLC	Jul 28, 2026	Aug 10, 2026	13	Firm change	RIA to RIA
JFG WEALTH MANAGEMENT, LLC	JFG FAMILY OFFICE	Jan 19, 2026	Jan 13, 2023	-1,102	Firm change after gap	RIA to RIA
SAZA WEALTH PARTNERS LLC	JFG WEALTH MANAGEMENT, LLC	Jan 27, 2023	Jan 13, 2023	-14	Firm change	Other
SHINE WEALTH PARTNERS	SAZA WEALTH PARTNERS LLC	Oct 8, 2020	Dec 3, 2020	56	Firm change	Other
JANICZEK WEALTH MANAGEMENT	SHINE WEALTH PARTNERS	May 13, 2019	Sep 10, 2019	120	Firm change	RIA to RIA
BB&T ASSET MANAGEMENT, INC.	JANICZEK WEALTH MANAGEMENT	Aug 20, 2010	Aug 11, 2011	356	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
285023:125101:CO:2026-01-19	Jan 19, 2026	Jan 13, 2023	DENVER, CO	Firm change after gap

Relationships

Registered with (7)

→ CERITY PARTNERS LLCRegistered adviserregistration: current employment
Aug 10, 2026 to presentfactForm ADV
→ JFG FAMILY OFFICERegistered adviserregistration: previous registration
Jan 13, 2023 to Jul 28, 2026factForm ADV
→ JFG WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 13, 2023 to Jan 19, 2026factForm ADV
→ SAZA WEALTH PARTNERS LLCRegistered adviserregistration: previous registration
Dec 3, 2020 to Jan 27, 2023factForm ADV
→ SHINE WEALTH PARTNERSRegistered adviserregistration: previous registration
Sep 10, 2019 to Oct 8, 2020factForm ADV
→ JANICZEK WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Aug 11, 2011 to May 13, 2019factForm ADV
→ BB&T ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Nov 16, 2006 to Aug 20, 2010factForm ADV

Dated events

Occurred
Jul 28, 2026
Advisor changed firm
James Blair Callahan left Jfg Family Office for Cerity Partners Llc (registered 2026-08-10)
Form ADVobserved 4 days ago
Occurred
Jan 19, 2026
Advisor changed firm
James Blair Callahan left Jfg Wealth Management, Llc for Jfg Family Office (registered 2023-01-13)
Form ADVobserved 4 days ago
Occurred
Jan 27, 2023
Advisor changed firm
James Blair Callahan left Saza Wealth Partners Llc for Jfg Wealth Management, Llc (registered 2023-01-13)
Form ADVobserved 4 days ago