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Current Employers
Jfg Family Office

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-04-02
  • VA RA
    APPROVED
    Since 2025-04-02

Branch Locations

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

1812 N Moore St. Suite 1820, Arlington, VA 22209 • 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
Jpmorgan Chase Bank, N.A. Newark DE 06/2019 06/2021
Jpmorgan Securities, Llc. Newark DE 06/2019 06/2021
Columbia Association Columbia MD 05/2018 10/2018
Columbia Association Columbia MD 05/2017 08/2017
Unemployed Clarksville MD 08/2016 05/2017
Unemployed Clarksville MD 08/2017 05/2018
Unemployed Clarksville MD 10/2018 05/2019
Jpmorgan Chase Bank Na Washington DC 07/2021 04/2024
Jpmorgan Securities Llc Washington DC 07/2021 04/2024
Hall Brothers Ltd Lewes DE 04/2023 Present
Johnson Financial Group Llc Washington DC 04/2024 03/2025
Jfg Wealth Management, Llc Washington DC 04/2024 03/2025
Jpmorgan Chase Bank Na Washington DC 07/2023 04/2024
Jpmorgan Securities Llc Washington DC 07/2023 04/2024
Johnson Financial Group Llc Dba Jfg Family Office Arlington VA 03/2025 Present
Jfg Wealth Management, Llc Arlington VA 03/2025 12/2025
  • 06/2019 → 06/2021
    Jpmorgan Chase Bank, N.A.
    Newark, DE
  • 06/2019 → 06/2021
    Jpmorgan Securities, Llc.
    Newark, DE
  • 05/2018 → 10/2018
    Columbia Association
    Columbia, MD
  • 05/2017 → 08/2017
    Columbia Association
    Columbia, MD
  • 08/2016 → 05/2017
    Unemployed
    Clarksville, MD
  • 08/2017 → 05/2018
    Unemployed
    Clarksville, MD
  • 10/2018 → 05/2019
    Unemployed
    Clarksville, MD
  • 07/2021 → 04/2024
    Jpmorgan Chase Bank Na
    Washington, DC
  • 07/2021 → 04/2024
    Jpmorgan Securities Llc
    Washington, DC
  • 04/2023 → Present
    Hall Brothers Ltd
    Lewes, DE
  • 04/2024 → 03/2025
    Johnson Financial Group Llc
    Washington, DC
  • 04/2024 → 03/2025
    Jfg Wealth Management, Llc
    Washington, DC
  • 07/2023 → 04/2024
    Jpmorgan Chase Bank Na
    Washington, DC
  • 07/2023 → 04/2024
    Jpmorgan Securities Llc
    Washington, DC
  • 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
  • 2024-08-05 → 2026-01-19
    Jfg Wealth Management, Llc
    Washington, DC
    Denver, CO
    Arlington, VA
  • 2023-11-30 → 2024-04-06
    Newark, DE
    Washington, DC
Other Businesses

(1.) Entity Name: Hall Brothers Ltd Investment related: No Address: 11532 Maull Rd Lewes, Delaware 19958 United States Nature of the other business: Small Business Services Position/Title/Relationship: Owner/Partner Start Date: 04/19/2023 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Hall Brothers Ltd provides small business services. The company assists small businesses with scheduling software and enterprise solutions. My role does not provide any sort of financial advise or consulting in exchange for payment. There is no similarity to my role at JPM. There is no overlap with clientele that we work with at JPM. There is no conflict of interest in associating with this business. As the business is small, I would have association to finance committee and internal accounting. (2.) Name of OBA: Self employed, Yoga Instructor ?Start date: 1/31/2024 ?Address: 1245 13th St NWUnit 515Washington DC ?Title/duties held: Certified Yoga Instructor ?Number of hours per month: ~1-4 hours ?Number of hours during trading hours: 0 hours ?Nature of Business including whether it is investment related: Health / non- investment related

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-18
S63 Uniform Securities Agent State Law Examination 2019-10-14
  • S65 Uniform Investment Adviser Law Examination
    2023-07-18
  • S63 Uniform Securities Agent State Law Examination
    2019-10-14
Other Names
  • Fergus D. Hall

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