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

Jessica K. Margetson

Jfg Family Officeindependent RIADenver, CoIA-onlyIAPD 5410285

Certified Financial Planner

Feed of 09/14/2026

Also filed as Jessica Spears

At current firm

2 y

since Aug 2, 2024

In the industry

15 y

since Oct 1, 2010 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Jfg Family Office independent RIA current
since Aug 2, 2024 · Denver, Co
Jfg Wealth Management, LLC former
Aug 2, 2024 to Jan 19, 2026 · Denver, Co
Invictus Private Wealth, LLC independent RIA
Jul 1, 2022 to Jul 2, 2024 · Denver, Co
UBS Financial Services Inc. wirehouse
Nov 19, 2010 to Jun 1, 2022 · Santa Fe, Nm

Moves

a registration end followed by a registration begin elsewhere

Jfg Wealth Management, LLC to Jfg Family Office
left Jan 19, 2026, registered Aug 2, 2024 (-535 days) · RIA to RIA · moved with a team
Invictus Private Wealth, LLC to Jfg Wealth Management, LLC
left Jul 2, 2024, registered Aug 2, 2024 (31 days) · RIA to RIA
UBS Financial Services Inc. to Invictus Private Wealth, LLC
left Jun 1, 2022, registered Jul 1, 2022 (30 days) · Wirehouse to a newly registered adviser (no RAUM reported yet) · moved with a team

Signals

Jessica K. Margetson left Jfg Wealth Management, Llc for Jfg Family Office (registered 2024-08-02)
Jan 19, 2026 · Advisor changed firm · fact
Jessica K. Margetson left Invictus Private Wealth, Llc for Jfg Wealth Management, Llc (registered 2024-08-02)
Jul 2, 2024 · Advisor changed firm · fact
Jessica K. Margetson left Ubs Financial Services Inc. for Invictus Private Wealth, Llc (registered 2022-07-01)
Jun 1, 2022 · 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: 15derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address