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Krista Rutz

Jfg Family Office

Denver, CO

CRD 7456669

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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:

Current Employers
Jfg Family Office

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2021-10-19
  • CO RA
    APPROVED
    Since 2021-10-19

Branch Locations

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
Bok Financial Denver CO 09/2015 09/2021
Johnson Financial Group Llc Dba Jfg Family Office Denver CO 09/2021 07/2026
Jfg Wealth Management, Llc Denver CO 09/2021 12/2025
Johnson Financial Group Llc Dba Jfg Family Office Denver CO 07/2026 Present
  • 09/2015 → 09/2021
    Bok Financial
    Denver, CO
  • 09/2021 → 07/2026
    Johnson Financial Group Llc Dba Jfg Family Office
    Denver, CO
  • 09/2021 → 12/2025
    Jfg Wealth Management, Llc
    Denver, CO
  • 07/2026 → Present
    Johnson Financial Group Llc Dba Jfg Family Office
    Denver, CO
Previous Registrations
  • 2021-10-19 → 2026-01-19
    Jfg Wealth Management, Llc
    Denver, CO
Designations
  • Certified Financial Planner

View on SEC IAPD

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