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Inactive

James Blair Callahan

Cerity Partners LLC

New York, NY

Denver, CO

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Current Employers
Cerity Partners Llc

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-08-10
  • CO RA
    APPROVED
    Since 2026-08-10

Branch Locations

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

6900 E Layton Ave. Suite 1150, Denver, CO 80237 • 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
Janiczek Wealth Management Denver CO 08/2010 04/2019
Shine Wealth Partners Lone Tree CO 09/2019 09/2020
The Saza Group Denver CO 04/2019 09/2019
Saza Wealth Partners Llc Lone Tree CA 10/2020 01/2023
Johnson Financial Group Llc Denver CO 01/2023 01/2024
Jfg Wealth Management, Llc Denver CO 01/2023 01/2024
Johnson Financial Group Llc Dba Jfg Family Office Denver CO 01/2024 07/2026
Jfg Wealth Management, Llc Denver CO 01/2024 12/2025
Cerity Partners Llc New York NY 08/2026 Present
  • 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
    New York, NY
Previous Registrations
  • 2023-01-13 → 2026-07-28
    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
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-11-15
  • S63 Uniform Securities Agent State Law Examination
    1995-11-15
Designations
Other Names
  • Jim Callahan

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