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William Stanley Neely

Jfg Family Office

Dallas, TX

Denver, CO

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Current Employers
Jfg Family Office

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-17
  • TX RA
    APPROVED
    Since 2026-02-17

Branch Locations

4020 Maple Ave Suite 525, Dallas, TX 75219 • United States

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
University Of Arkansas Fayetteville AR 08/2016 05/2020
Westwood Holdings Group Dallas TX 05/2017 07/2017
Office Of George W. Bush Dallas TX 07/2017 08/2017
Simmons Bank Little Rock AR 06/2019 08/2019
L3Harris Greenville TX 05/2020 05/2021
Tolleson Private Wealth Management, Lp Dallas TX 05/2021 01/2026
Johnson Financial Group Llc Dba Jfg Family Office Dallas TX 02/2026 08/2026
Johnson Financial Group Llc Dba Jfg Family Office Dallas TX 08/2026 Present
  • 08/2016 → 05/2020
    University Of Arkansas
    Fayetteville, AR
  • 05/2017 → 07/2017
    Westwood Holdings Group
    Dallas, TX
  • 07/2017 → 08/2017
    Office Of George W. Bush
    Dallas, TX
  • 06/2019 → 08/2019
    Simmons Bank
    Little Rock, AR
  • 05/2020 → 05/2021
    L3Harris
    Greenville, TX
  • 05/2021 → 01/2026
    Tolleson Private Wealth Management, Lp
    Dallas, TX
  • 02/2026 → 08/2026
    Johnson Financial Group Llc Dba Jfg Family Office
    Dallas, TX
  • 08/2026 → Present
    Johnson Financial Group Llc Dba Jfg Family Office
    Dallas, TX
Previous Registrations
Designations

View on SEC IAPD

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