DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

James Blair Callahan

Cerity Partners LLCindependent RIADenver, Co IA-onlyIAPD 2679930

Certified Financial Planner · Chartered Financial Analyst

Feed of 09/15/2026

Also filed as Jim Callahan

At current firm

0 y

since Aug 10, 2026

In the industry

30 y

since Nov 15, 1995 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Cerity Partners LLC independent RIA current
since Aug 10, 2026 · New York, Ny
Jfg Family Office independent RIA
Jan 13, 2023 to Jul 28, 2026 · Denver, Co
Jfg Wealth Management, LLC former
Jan 13, 2023 to Jan 19, 2026 · Denver, Co
Saza Wealth Partners LLC unclassified
Dec 3, 2020 to Jan 27, 2023 · Denver, Co
Shine Wealth Partners former
Sep 10, 2019 to Oct 8, 2020 · Lone Tree, Co
Janiczek Wealth Management former
Aug 11, 2011 to May 13, 2019 · Denver, Co
Bb&T Asset Management, Inc. unclassified
Nov 16, 2006 to Aug 20, 2010 · Raleigh, Nc

Moves

a registration end followed by a registration begin elsewhere

Jfg Family Office to Cerity Partners LLC
left Jul 28, 2026, registered Aug 10, 2026 (13 days) · RIA to RIA
Jfg Wealth Management, LLC to Jfg Family Office
left Jan 19, 2026, registered Jan 13, 2023 (-1102 days) · RIA to RIA · moved with a team
Saza Wealth Partners LLC to Jfg Wealth Management, LLC
left Jan 27, 2023, registered Jan 13, 2023 (-14 days) · Other
Shine Wealth Partners to Saza Wealth Partners LLC
left Oct 8, 2020, registered Dec 3, 2020 (56 days) · Other
Janiczek Wealth Management to Shine Wealth Partners
left May 13, 2019, registered Sep 10, 2019 (120 days) · RIA to RIA
Bb&T Asset Management, Inc. to Janiczek Wealth Management
left Aug 20, 2010, registered Aug 11, 2011 (356 days) · Other

Signals

James Blair Callahan left Jfg Family Office for Cerity Partners Llc (registered 2026-08-10)
Jul 28, 2026 · Advisor changed firm · fact
James Blair Callahan left Jfg Wealth Management, Llc for Jfg Family Office (registered 2023-01-13)
Jan 19, 2026 · Advisor changed firm · fact
James Blair Callahan left Saza Wealth Partners Llc for Jfg Wealth Management, Llc (registered 2023-01-13)
Jan 27, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 30derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address