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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 | Jan 26, 2015 | n/a | yes | DENVER, CO | Current employment |
| JFG WEALTH MANAGEMENT, LLC | Former SEC adviser | Nov 17, 2016 | Jan 19, 2026 | no | DENVER, CO | Previous registration |
| OSAIC FA, INC. | Former SEC adviser | Jun 29, 2006 | Jan 5, 2015 | no | DENVER, CO|DENVER, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| JFG WEALTH MANAGEMENT, LLC | n/a | Jan 19, 2026 | n/a | n/a | Departure no registered destination | Departure |
| OSAIC FA, INC. | JFG FAMILY OFFICE | Jan 5, 2015 | Jan 26, 2015 | 21 | Firm change | Other |