Brendan Michael Castleman

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

• 06/2015 → 02/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  North Bethesda, MD
• 12/2015 → 02/2020
  Bank Of America, N.A.
  North Bethesda, MD
• 02/2020 → 02/2023
  Cambridge Associates
  Arlington, VA
• 02/2023 → 05/2024
  Johnson Financial Group Llc
  Washington, DC
• 02/2023 → 05/2024
  Jfg Wealth Management Llc
  Washington, DC
• 05/2024 → 03/2025
  Jonhson Financial Group Llc
  Washington, DC
• 05/2024 → 03/2025
  Jfg Wealth Management 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

• 2023-03-08 → 2026-01-19
  Jfg Wealth Management, Llc
  Washington, DC
  Annapolis, MD
  Denver, CO
  Arlington, VA
• 2015-10-24 → 2020-02-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  North Bethesda, MD
  Arlington, VA
  Alexandria, VA
  North Bethesda, MD
  Arlington, VA
  Washington, DC
  Arlington, VA
  Rockville, MD

Exams

• S66 Uniform Combined State Law Examination
  2015-10-22

Designations

• Chartered Financial Analyst