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Inactive

Jessica K. Margetson

Jfg Family Office

Denver, CO

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Current Employers
Jfg Family Office

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-08-02
  • CO RA
    APPROVED
    Since 2024-08-02

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
Ubs Financial Services Inc Santa Fe NM 10/2010 05/2022
Invictus Private Wealth, Llc Denver CO 05/2022 06/2024
Johnson Financial Group Llc Dba Jfg Family Office Denver CO 07/2024 Present
Jfg Wealth Management Denver CO 07/2024 12/2025
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-11-18
  • S66 Uniform Combined State Law Examination
    2010-11-18
Designations
Other Names
  • Jessica Spears
  • Jessica Kathryn Spears

View on SEC IAPD

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