Mark Peter Mcconnell

Employer firm

Jfg Family Office CRD 125101

$4.53B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers
• FAMILY OFFICE SERVICES, HUMAN CAPITAL SERVICES, PHILANTHROPHIC CAPITAL SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 01/2022
  Stand Together
  Arlington, VA
• 07/2022 → 03/2025
  Johnson Financial Group
  Washington, DC
• 07/2022 → 03/2025
  Jfg Wealth Management, Llc
  Washington, DC
• 02/2022 → 04/2022
  Unemployed
  Mc Lean, VA
• 03/2025 → Present
  Johnson Financial Group, Llc Dba Jfg Family Office
  Arlington, VA
• 03/2025 → 12/2025
  Jfg Wealth Management, Llc
  Arlington, VA

Previous Registrations

• 2022-07-15 → 2026-01-19
  Jfg Wealth Management, Llc
  Mc Lean, VA
  Denver, CO
  Washington, DC
  Arlington, VA
• 2009-06-01 → 2016-01-27
  Morgan Stanley
  Washington, DC
• 2007-06-04 → 2009-06-01
  Citigroup Global Markets Inc.
  Washington, DC
  Washington, DC

Exams

• S66 Uniform Combined State Law Examination
  2007-05-03
• S63 Uniform Securities Agent State Law Examination
  2005-03-24

Designations

• Certified Financial Planner