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

Nov 23, 2010earliest registration or exam on IAPD

Years in industry

15derivedfrom the industry start date

Years at current firm

8derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S65|S63

First exam

Nov 23, 2010

First registration

Jan 24, 2018

Dual registered

no

Other names

RACHEL EPSTEIN|RACHEL EPSTEIN MCKIERNAN

IAPD individual key

5355005

• Occurred

  Jan 19, 2026
  Advisor changed firm

  Rachel Comet Mckiernan left Jfg Wealth Management, Llc for Jfg Family Office (registered 2018-01-26)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ec66bd37-d2c1-10b5-60bd-4790462d6140

First observed

Jan 24, 2018

Last observed

Sep 14, 2026 7 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.