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Advisor at JFG FAMILY OFFICE
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 | Nov 24, 2021 | n/a | yes | DENVER, CO | Current employment |
| JFG WEALTH MANAGEMENT, LLC | Former SEC adviser | Nov 24, 2021 | Jan 19, 2026 | no | DENVER, CO | Previous registration |
| U.S. BANCORP INVESTMENTS, INC. | Former SEC adviser | Jun 15, 2020 | Oct 27, 2021 | no | GREENWOOD VILLAGE, CO|Littleton, CO|Lakewood, CO|Littleton, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| JFG WEALTH MANAGEMENT, LLC | JFG FAMILY OFFICE | Jan 19, 2026 | Nov 24, 2021 | -1,517 | Firm change after gap | RIA to RIA |
| U.S. BANCORP INVESTMENTS, INC. | JFG WEALTH MANAGEMENT, LLC | Oct 27, 2021 | Nov 24, 2021 | 28 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 285023:125101:CO:2026-01-19 | Jan 19, 2026 | Nov 24, 2021 | DENVER, CO | Firm change after gap |