Best Investors Account Sign in
Inactive

Rachel Comet Mckiernan

Jfg Family Office

Denver, CO

Claim This Profile
Current Employers
Jfg Family Office

1144 Fifteenth Street Suite 3950, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-28
CO RA APPROVED 2018-01-26
  • TX RA
    APPROVED
    Since 2026-07-28
  • CO RA
    APPROVED
    Since 2018-01-26

Branch Locations

1144 Fifteenth Street Suite 3950, Denver, CO 80202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jfg Wealth Management, Llc Denver CO 06/2017 07/2024
Johnson Financial Group, Llc Denver CO 01/2018 07/2024
Johnson Financial Group, Llc Dba Jfg Family Office Denver CO 07/2024 Present
Jfg Wealth Management Llc Denver CO 07/2024 12/2025
Unemployed Denver CO 08/2016 06/2017
  • 06/2017 → 07/2024
    Jfg Wealth Management, Llc
    Denver, CO
  • 01/2018 → 07/2024
    Johnson Financial Group, Llc
    Denver, CO
  • 07/2024 → Present
    Johnson Financial Group, Llc Dba Jfg Family Office
    Denver, CO
  • 07/2024 → 12/2025
    Jfg Wealth Management Llc
    Denver, CO
  • 08/2016 → 06/2017
    Unemployed
    Denver, CO
Previous Registrations
  • 2018-01-24 → 2026-01-19
    Jfg Wealth Management, Llc
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-01-24
S63 Uniform Securities Agent State Law Examination 2010-11-23
  • S65 Uniform Investment Adviser Law Examination
    2018-01-24
  • S63 Uniform Securities Agent State Law Examination
    2010-11-23
Other Names
  • Rachel Epstein
  • Rachel Epstein Mckiernan

View on SEC IAPD

Other Firms

EXCELLERE PARTNERS
ALPINE QUANTITATIVE MANAGEMENT, LLC
MORGAN STANLEY
CETERA INVESTMENT ADVISERS LLC
DREAM U.S. MANAGER LLC
KSL CAPITAL PARTNERS
CIBC PRIVATE WEALTH ADVISORS, INC.
RAYMOND JAMES & ASSOCIATES, INC.

Other Investors

TRISHA RENEA MINGO
Nicholas Dean Phillips
Andrea Saenz
STEVEN SEARES MURRAY
ANGELA LEACH PIZZICHINI
TANISHA MARIE SIMON
BRET ALLEN ROBERTS
NICHOLAS MICHAEL YIP

Other Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO

More in Denver, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor