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RIA / WealthAdvisor23 years in industry

LAURA KAY PETERSON

Advisor at JFG FAMILY OFFICE

DENVER, CO

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Search this name across graphsid dfx:ria:fd3b1dc9-708a-2dfa-b313-329a8c0d1f1d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Sep 7, 2006 to Sep 14, 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: 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: Oct 23, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Oct 23, 2002
First registration: Sep 7, 2006
Dual registered: no
Other names: LAURA KAY MEISSNER|LAURA KAY MEISSNER
IAPD individual key: 4459805

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
JFG FAMILY OFFICE	Independent wealth	Dec 10, 2018	n/a	yes	DENVER, CO	Current employment
JFG WEALTH MANAGEMENT, LLC	Former SEC adviser	Dec 10, 2018	Jan 19, 2026	no	DENVER, CO	Previous registration
U.S. BANCORP INVESTMENTS, INC.	Former SEC adviser	Aug 22, 2014	May 21, 2018	no	Denver, CO\|Saint Paul, MN	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	May 29, 2007	Aug 7, 2014	no	DENVER, CO	Previous registration
CITICORP INVESTMENT SERVICES	n/a	Sep 7, 2006	May 29, 2007	no	DENVER, CO\|DENVER, CO	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 WEALTH MANAGEMENT, LLC	JFG FAMILY OFFICE	Jan 19, 2026	Dec 10, 2018	-2,597	Firm change after gap	RIA to RIA
U.S. BANCORP INVESTMENTS, INC.	JFG WEALTH MANAGEMENT, LLC	May 21, 2018	Dec 10, 2018	203	Firm change	Ibd to RIA
CITIGROUP GLOBAL MARKETS INC.	U.S. BANCORP INVESTMENTS, INC.	Aug 7, 2014	Aug 22, 2014	15	Firm change	Other
CITICORP INVESTMENT SERVICES	CITIGROUP GLOBAL MARKETS INC.	May 29, 2007	May 29, 2007	0	Bulk transfer	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	Dec 10, 2018	DENVER, CO	Firm change after gap

Relationships

Registered with (5)

→ JFG FAMILY OFFICERegistered adviserregistration: current employment
Dec 10, 2018 to presentfactForm ADV
→ JFG WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Dec 10, 2018 to Jan 19, 2026factForm ADV
→ U.S. BANCORP INVESTMENTS, INC.Registered adviserregistration: previous registration
Aug 22, 2014 to May 21, 2018factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
May 29, 2007 to Aug 7, 2014factForm ADV
→ CITICORP INVESTMENT SERVICESRegistered adviserregistration: previous registration
Sep 7, 2006 to May 29, 2007factForm ADV

Dated events

Occurred
Jan 19, 2026
Advisor changed firm
Laura Kay Peterson left Jfg Wealth Management, Llc for Jfg Family Office (registered 2018-12-10)
Form ADVobserved 4 days ago