Mark Donathan Monson

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

• 05/2021 → 02/2023
  Johnson Financial Group Llc
  Denver, CO
• 04/2018 → 05/2021
  Bnp Paribas Securities Services
  Denver, CO
• 05/2017 → 04/2018
  Janus Henderson Investors
  Denver, CO
• 10/2016 → 05/2017
  Unemployed
  Centennial, CO
• 07/2016 → 09/2016
  Ernst & Young
  Houston, TX
• 05/2021 → 02/2023
  Jfg Wealth Management, Llc
  Denver, CO
• 02/2023 → 08/2024
  Johnson Financial Group Llc
  Denver, CO
• 02/2023 → 08/2024
  Jfg Wealth Management Llc
  Denver, CO
• 08/2024 → 01/2026
  Johnson Financial Group Llc
  Denver, CO
• 08/2024 → 12/2025
  Jfg Wealth Management Llc
  Denver, CO
• 01/2026 → Present
  Johnson Financial Group Llc Dba Jfg Family Office
  Denver, CO

Previous Registrations

• 2023-01-26 → 2026-01-19
  Jfg Wealth Management, Llc
  Denver, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-26

Other Names

• Mark Monson