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

May 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65

First exam

Dec 20, 2018

First registration

Dec 20, 2018

Dual registered

no

Other names

Tommy Lee Batcha

IAPD individual key

7004026

• Occurred

  Jan 19, 2026
  Advisor changed firm

  Thomas Lee Batcha left Jfg Wealth Management, Llc for Jfg Family Office (registered 2022-07-27)

  Form ADVobserved 4 days ago
• Occurred

  Dec 22, 2022
  Advisor changed firm

  Thomas Lee Batcha left Optimal Capital Advisors, Llc for Jfg Wealth Management, Llc (registered 2022-07-27)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:eb481c4a-5e20-c5a4-bac8-dd239a7a3371

First observed

Dec 20, 2018

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.