William Stanley Neely

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

• 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

• 2025-04-14 → 2026-03-17
  Tolleson Private Wealth Management
  Dallas, TX

Designations

• Certified Financial Planner