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1144 Fifteenth Street Suite 3950, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-02-14 |
Branch Locations
1144 Fifteenth Street Suite 3950, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Colorado | Boulder | CO | 08/2016 | 10/2020 |
| Cherry Creek Family Offices | Denver | CO | 06/2017 | 08/2017 |
| Powercom Ltd | Tel Aviv | 05/2018 | 08/2018 | |
| Kayne Anderson Capital Advisors | Los Angeles | CA | 06/2019 | 08/2019 |
| Johnson Financial Group | Denver | CO | 01/2020 | 07/2020 |
| Johnson Financial Group Llc | Denver | CO | 07/2020 | 04/2024 |
| Jfg Wealth Management Llc | Denver | CO | 07/2020 | 04/2024 |
| Johnson Financial Group, Llc Dba Jfg Family Office | Denver | CO | 04/2024 | Present |
| Jfg Wealth Management Llc | Denver | CO | 04/2024 | 12/2025 |
(1.) Clayton Early Learning 3801 M.L.K. Jr Blvd, Denver, CO 80205; 07/2024, Committee Member, Investment Related, Approximately 1 hour per month/quarter & 1 hour during trading hours (2.) National Jewish Health 1400 Jackson St, Denver, CO 80206; 02/2026, Committee Member, Investment Related, Approximately 1 hour per month/quarter & 1 hour during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-14 |
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