James Blair Callahan

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2010 → 04/2019
  Janiczek Wealth Management
  Denver, CO
• 09/2019 → 09/2020
  Shine Wealth Partners
  Lone Tree, CO
• 04/2019 → 09/2019
  The Saza Group
  Denver, CO
• 10/2020 → 01/2023
  Saza Wealth Partners Llc
  Lone Tree, CA
• 01/2023 → 01/2024
  Johnson Financial Group Llc
  Denver, CO
• 01/2023 → 01/2024
  Jfg Wealth Management, Llc
  Denver, CO
• 01/2024 → 07/2026
  Johnson Financial Group Llc Dba Jfg Family Office
  Denver, CO
• 01/2024 → 12/2025
  Jfg Wealth Management, Llc
  Denver, CO
• 08/2026 → Present
  Cerity Partners Llc
  New York, NY

Previous Registrations

• 2023-01-13 → 2026-07-28
  Jfg Family Office
  Denver, CO
• 2023-01-13 → 2026-01-19
  Jfg Wealth Management, Llc
  Denver, CO
• 2020-12-03 → 2023-01-27
  Saza Wealth Partners Llc
  Denver, CO
• 2019-09-10 → 2020-10-08
  Shine Wealth Partners
  Lone Tree, CO
  Lone Tree, CO
• 2011-08-11 → 2019-05-13
  Janiczek Wealth Management
  Denver, CO
• 2006-11-16 → 2010-08-20
  Bb&T Asset Management, Inc.
  Raleigh, NC

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-11-15

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Jim Callahan