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Benjamin Lloyd

Jfg Family Office

Denver, CO

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Current Employers
Jfg Family Office

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-04-17
  • CO RA
    APPROVED
    Since 2025-04-17

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
Lido Advisors, Llc Boulder CO 01/2024 04/2025
United Parcel Service Commerce City CO 12/2023 12/2023
Extended Travel Somerset MA 06/2023 07/2023
Unemployed Arvada CO 08/2023 12/2023
Longfellow Investment Management Co., Llc Boston MA 07/2022 06/2023
Longfellow Investment Management Co., Llc Boston MA 05/2018 06/2022
Loomis Sayles & Co. Boston MA 03/2017 03/2018
Blue Hill Country Club Canton MA 05/2016 12/2016
Johnson Financial Group, Llc Dba Jfg Family Office Denver CO 04/2025 Present
Jfg Wealth Management, Llc Denver CO 04/2025 12/2025
  • 01/2024 → 04/2025
    Lido Advisors, Llc
    Boulder, CO
  • 12/2023 → 12/2023
    United Parcel Service
    Commerce City, CO
  • 06/2023 → 07/2023
    Extended Travel
    Somerset, MA
  • 08/2023 → 12/2023
    Unemployed
    Arvada, CO
  • 07/2022 → 06/2023
    Longfellow Investment Management Co., Llc
    Boston, MA
  • 05/2018 → 06/2022
    Longfellow Investment Management Co., Llc
    Boston, MA
  • 03/2017 → 03/2018
    Loomis Sayles & Co.
    Boston, MA
  • 05/2016 → 12/2016
    Blue Hill Country Club
    Canton, MA
  • 04/2025 → Present
    Johnson Financial Group, Llc Dba Jfg Family Office
    Denver, CO
  • 04/2025 → 12/2025
    Jfg Wealth Management, Llc
    Denver, CO
Previous Registrations
  • 2025-04-17 → 2026-01-19
    Jfg Wealth Management, Llc
    Denver, CO
  • 2024-01-24 → 2025-05-07
    Boulder, CO
    Los Angeles, CA
Designations

View on SEC IAPD

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