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1144 Fifteenth Street Suite 3950, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2020-09-29 |
Branch Locations
1144 Fifteenth Street Suite 3950, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Liberti Usa | Denver | CO | 08/2016 | 12/2016 |
| Janus Henderson Investors | Denver | CO | 12/2016 | 03/2018 |
| Bnp Paribas | Denver | CO | 04/2018 | 06/2018 |
| Bnp Paribas | Denver | CO | 06/2018 | 10/2019 |
| Johnson Financial Group Llc | Denver | CO | 11/2019 | 05/2023 |
| Jfg Wealth Management, Llc | Denver | CO | 11/2019 | 05/2023 |
| Johnson Financial Group Llc | Denver | CO | 05/2023 | 12/2024 |
| Jfg Wealth Management, Llc | Denver | CO | 05/2023 | 12/2024 |
| Johnson Financial Group Llc Dba Jfg Family Office | Denver | CO | 12/2024 | Present |
| Jfg Wealth Management, Llc | Denver | CO | 12/2024 | 12/2025 |
Name of Trust: Neujahr Descendants Trust fbo Keri Anne Neujahr Location/Address: 1905 Oak Creek Drive, Greenwood Village, CO 80121 Not Investment Related Effective Date: 11/29/2021 Duties Held/Brief Description of Trust; Trustee, Trust is 10% ownership holder of JAK Minerals, LLC - an oil and gas mineral rights company Number of Hours Dedicated to Such Trust: Zero
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-29 |
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