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Ashlie Marie Helgeland

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 2025-12-23
  • CO RA
    APPROVED
    Since 2025-12-23

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
Tiaa-Cref Individual & Institutional Services, Llc Denver CO 10/2020 12/2022
Tiaa Denver CO 10/2020 04/2025
Vertafore Denver CO 01/2020 10/2020
Colorado State University Fort Collins CO 08/2014 05/2018
Photography Business Denver CO 08/2014 Present
Evergreen Property Management, Inc. Fort Collins CO 01/2018 08/2019
Outback Steakhouse Fort Collins CO 05/2017 06/2018
Mason Frank International Denver CO 11/2019 11/2019
Johnson Financial Group Llc Dba Jfg Family Office Denver CO 04/2025 Present
Jfg Wealth Management, Llc Denver CO 04/2025 12/2025
  • 10/2020 → 12/2022
    Tiaa-Cref Individual & Institutional Services, Llc
    Denver, CO
  • 10/2020 → 04/2025
    Tiaa
    Denver, CO
  • 01/2020 → 10/2020
    Vertafore
    Denver, CO
  • 08/2014 → 05/2018
    Colorado State University
    Fort Collins, CO
  • 08/2014 → Present
    Photography Business
    Denver, CO
  • 01/2018 → 08/2019
    Evergreen Property Management, Inc.
    Fort Collins, CO
  • 05/2017 → 06/2018
    Outback Steakhouse
    Fort Collins, CO
  • 11/2019 → 11/2019
    Mason Frank International
    Denver, CO
  • 04/2025 → Present
    Johnson Financial Group Llc Dba Jfg Family Office
    Denver, CO
  • 04/2025 → 12/2025
    Jfg Wealth Management, Llc
    Denver, CO
Previous Registrations
  • 2025-12-23 → 2026-01-19
    Jfg Wealth Management, Llc
    Denver, CO
Other Businesses

(1) Name: Photography Business Position: Owner Nature: Individuals hire me for different occasions to take photos for them. Investment Related: No Hours: 20 Securities Trading Hours: 0 Start Date: 08/01/2014 Address: Home Address, 1102, Denver CO 80205, United States Description: It is a small photography business - people hire me and I go outside my home to take their photos, and then I edit and distribute the photos from my home.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-23
S63 Uniform Securities Agent State Law Examination 2020-11-30
  • S65 Uniform Investment Adviser Law Examination
    2025-12-23
  • S63 Uniform Securities Agent State Law Examination
    2020-11-30
Other Names
  • Ashlie Helgeland
  • Ashlie M Helgeland

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