JFG WEALTH MANAGEMENT, LLC
CRD #285023 SEC #801-108299 DENVER, CO 720-778-4467
SEC Registered
Total AUM
$1.2B
Discretionary
$684.1M
Employees
47
Clients
101
Accounts
754
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 13, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BURKE, LISA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURKE, LISA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURKE, LISA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, BRANDON, CARROLL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| JOHNSON, BRANDON, CARROLL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| JOHNSON, BRANDON, CARROLL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| JOHNSON, BRANDON, CARROLL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| JOHNSON, BRANDON, CARROLL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| JOHNSON, BRANDON, CARROLL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| JOHNSON, BRANDON, CARROLL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| JOHNSON, BRANDON, CARROLL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| JOHNSON, BRANDON, CARROLL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| JOHNSON, BRANDON, CARROLL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| JOHNSON, BRANDON, CARROLL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| JOHNSON, BRANDON, CARROLL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| JOHNSON, BRANDON, CARROLL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| JOHNSON, BRANDON, CARROLL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| JOHNSON, BRANDON, CARROLL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| JOHNSON, BRANDON, CARROLL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| JOHNSON, BRANDON, CARROLL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| JOHNSON, BRANDON, CARROLL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| JOHNSON, BRANDON, CARROLL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| JOHNSON, BRANDON, CARROLL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| JOHNSON, BRANDON, CARROLL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| JOHNSON, BRANDON, CARROLL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| JOHNSON, BRANDON, CARROLL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| JOHNSON, BRANDON, CARROLL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| JOHNSON, BRANDON, CARROLL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| JOHNSON, BRANDON, CARROLL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| JOHNSON, BRANDON, CARROLL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| JOHNSON, BRANDON, CARROLL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| JOHNSON, BRANDON, CARROLL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| JOHNSON, BRANDON, CARROLL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| JOHNSON, BRANDON, CARROLL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| JOHNSON, BRANDON, CARROLL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| JOHNSON, BRANDON, CARROLL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| JOHNSON, BRANDON, CARROLL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| JOHNSON, BRANDON, CARROLL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| JOHNSON, BRANDON, CARROLL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| JOHNSON, BRANDON, CARROLL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| JOHNSON, WENDY, MARIE | I | CHIEF COMPLIANCE OFFICER/CHIEF LEGAL OFFICER | NA | Control |
| JOHNSON, WENDY, MARIE | I | CHIEF COMPLIANCE OFFICER/CHIEF LEGAL OFFICER | NA | Control |
| JOHNSON, WENDY, MARIE | I | CHIEF COMPLIANCE OFFICER/CHIEF LEGAL OFFICER | NA | Control |
| JOHNSON, WENDY, MARIE | I | CHIEF COMPLIANCE OFFICER/CHIEF LEGAL OFFICER | NA | Control |
| JOHNSON, WENDY, MARIE | I | CHIEF COMPLIANCE OFFICER/CHIEF LEGAL OFFICER | NA | Control |
| JOHNSON, WENDY, MARIE | I | CHIEF COMPLIANCE OFFICER/CHIEF LEGAL OFFICER | NA | Control |
| JOHNSON, WENDY, MARIE | I | CHIEF COMPLIANCE OFFICER/CHIEF LEGAL OFFICER | NA | Control |
| JOHNSON, WENDY, MARIE | I | CHIEF COMPLIANCE OFFICER/CHIEF LEGAL OFFICER | NA | Control |
| JOHNSON, WENDY, MARIE | I | CHIEF COMPLIANCE OFFICER/CHIEF LEGAL OFFICER | NA | Control |
| JOHNSON, WENDY, MARIE | I | CHIEF COMPLIANCE OFFICER/CHIEF LEGAL OFFICER | NA | Control |
| JOHNSON, WENDY, MARIE | I | CHIEF COMPLIANCE OFFICER/CHIEF LEGAL OFFICER | NA | Control |
| JOHNSON, WENDY, MARIE | I | CHIEF COMPLIANCE OFFICER/CHIEF LEGAL OFFICER | NA | Control |
| JOHNSON, WENDY, MARIE | I | CHIEF COMPLIANCE OFFICER/CHIEF LEGAL OFFICER | NA | Control |
| JOHNSON, WENDY, MARIE | I | CHIEF COMPLIANCE OFFICER/CHIEF LEGAL OFFICER | NA | Control |
| JOHNSON, WENDY, MARIE | I | CHIEF COMPLIANCE OFFICER/CHIEF LEGAL OFFICER | NA | Control |
| JOHNSON, WENDY, MARIE | I | CHIEF COMPLIANCE OFFICER/CHIEF LEGAL OFFICER | NA | Control |
| JOHNSON, WENDY, MARIE | I | CHIEF COMPLIANCE OFFICER/CHIEF LEGAL OFFICER | NA | Control |
| JOHNSON, WENDY, MARIE | I | CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL | NA | Control |
| JOHNSON, WENDY, MARIE | I | CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL | NA | Control |
| JOHNSON, WENDY, MARIE | I | CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL | NA | Control |
| JOHNSON, WENDY, MARIE | I | CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL | NA | Control |
| JOHNSON, WENDY, MARIE | I | CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL | NA | Control |
| JOHNSON, WENDY, MARIE | I | CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL | NA | Control |
| JOHNSON, WENDY, MARIE | I | CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL | NA | Control |
| JOHNSON, WENDY, MARIE | I | CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL | NA | Control |
| JOHNSON, WENDY, MARIE | I | CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL | NA | Control |
| JOHNSON, WENDY, MARIE | I | CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL | NA | Control |
| JOHNSON, WENDY, MARIE | I | CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL | NA | Control |
| JOHNSON, WENDY, MARIE | I | CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL | NA | Control |
| JOHNSON, WENDY, MARIE | I | CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL | NA | Control |
| JOHNSON, WENDY, MARIE | I | CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL | NA | Control |
| JOHNSON, WENDY, MARIE | I | CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL | NA | Control |
| JOHNSON, WENDY, MARIE | I | CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL | NA | Control |
| JOHNSON, WENDY, MARIE | I | CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL | NA | Control |
| JOHNSON, WENDY, MARIE | I | CHIEF INNOVATION OFFICER & GENERAL COUNSEL | NA | Control |
| JOHNSON, WENDY, MARIE | I | CHIEF INNOVATION OFFICER & GENERAL COUNSEL | NA | Control |
| JOHNSON, WENDY, MARIE | I | CHIEF INNOVATION OFFICER & GENERAL COUNSEL | NA | Control |
| Keffeler, Kristin | I | CHIEF LEARNING OFFICER | NA | |
| Keffeler, Kristin | I | CHIEF LEARNING OFFICER | NA | |
| Keffeler, Kristin | I | CHIEF LEARNING OFFICER | NA | |
| Keffeler, Kristin | I | CHIEF LEARNING OFFICER | NA | |
| Keffeler, Kristin | I | CHIEF LEARNING OFFICER | NA | |
| Keffeler, Kristin | I | CHIEF LEARNING OFFICER | NA | |
| Keffeler, Kristin | I | CHIEF LEARNING OFFICER | NA | |
| Keffeler, Kristin | I | CHIEF LEARNING OFFICER | NA | |
| Keffeler, Kristin | I | CHIEF LEARNING OFFICER | NA | |
| Keffeler, Kristin | I | CHIEF LEARNING OFFICER | NA | |
| Keffeler, Kristin | I | CHIEF LEARNING OFFICER | NA | |
| Keffeler, Kristin | I | CHIEF LEARNING OFFICER | NA | |
| Keffeler, Kristin | I | CHIEF LEARNING OFFICER | NA | |
| MCCONNELL, MARK, PETER | I | MANAGING DIRECTOR | NA | |
| MCCONNELL, MARK, PETER | I | MANAGING DIRECTOR | NA | |
| MCCONNELL, MARK, PETER | I | MANAGING DIRECTOR | NA | |
| MCCONNELL, MARK, PETER | I | MANAGING DIRECTOR | NA | |
| MCCONNELL, MARK, PETER | I | MANAGING DIRECTOR | NA | |
| MCCONNELL, MARK, PETER | I | MANAGING DIRECTOR | NA | |
| MCCONNELL, MARK, PETER | I | MANAGING DIRECTOR | NA | |
| MCCONNELL, MARK, PETER | I | MANAGING DIRECTOR | NA | |
| MCCONNELL, MARK, PETER | I | MANAGING DIRECTOR | NA | |
| MCCONNELL, MARK, PETER | I | MANAGING DIRECTOR | NA | |
| MCCONNELL, MARK, PETER | I | MANAGING DIRECTOR | NA | |
| MCCONNELL, MARK, PETER | I | MANAGING DIRECTOR | NA | |
| MCCONNELL, MARK, PETER | I | MANAGING DIRECTOR | NA | |
| WILLIAMS, ALBERT, WAYNE | I | CHIEF OPERATING OFFICER | NA | Control |
| WILLIAMS, ALBERT, WAYNE | I | CHIEF OPERATING OFFICER | NA | Control |
| WILLIAMS, ALBERT, WAYNE | I | MANAGING DIRECTOR | NA | |
| WILLIAMS, ALBERT, WAYNE | I | MANAGING DIRECTOR | NA | |
| WILLIAMS, ALBERT, WAYNE | I | MANAGING DIRECTOR | NA | |
| WILLIAMS, ALBERT, WAYNE | I | MANAGING DIRECTOR | NA | |
| WILLIAMS, ALBERT, WAYNE | I | MANAGING DIRECTOR | NA | |
| WILLIAMS, ALBERT, WAYNE | I | MANAGING DIRECTOR | NA | |
| WILLIAMS, ALBERT, WAYNE | I | MANAGING DIRECTOR | NA | |
| WILLIAMS, ALBERT, WAYNE | I | MANAGING DIRECTOR | NA | |
| WILLIAMS, ALBERT, WAYNE | I | MANAGING DIRECTOR | NA | |
| WILLIAMS, ALBERT, WAYNE | I | MANAGING DIRECTOR | NA | |
| WILLIAMS, ALBERT, WAYNE | I | MANAGING DIRECTOR | NA | |
| WILLIAMS, ALBERT, WAYNE | I | MANAGING DIRECTOR | NA | |
| WILLIAMS, ALBERT, WAYNE | I | MANAGING DIRECTOR | NA | |
| JOHNSON FINANCIAL GROUP LLC | DE | MANAGING MEMBER | E | Control |
| JOHNSON FINANCIAL GROUP LLC | DE | MANAGING MEMBER | E | Control |
| JOHNSON FINANCIAL GROUP LLC | DE | MANAGING MEMBER | E | Control |
| JOHNSON FINANCIAL GROUP LLC | DE | MANAGING MEMBER | E | Control |
| JOHNSON FINANCIAL GROUP LLC | DE | MANAGING MEMBER | E | Control |
| JOHNSON FINANCIAL GROUP LLC | DE | MANAGING MEMBER | E | Control |
| JOHNSON FINANCIAL GROUP LLC | DE | MANAGING MEMBER | E | Control |
| JOHNSON FINANCIAL GROUP LLC | DE | MANAGING MEMBER | E | Control |
| JOHNSON FINANCIAL GROUP LLC | DE | MANAGING MEMBER | E | Control |
| JOHNSON FINANCIAL GROUP LLC | DE | MANAGING MEMBER | E | Control |
| JOHNSON FINANCIAL GROUP LLC | DE | MANAGING MEMBER | E | Control |
| JOHNSON FINANCIAL GROUP LLC | DE | MANAGING MEMBER | E | Control |
| JOHNSON FINANCIAL GROUP LLC | DE | MANAGING MEMBER | E | Control |
| JOHNSON FINANCIAL GROUP LLC | DE | MANAGING MEMBER | E | Control |
| JOHNSON FINANCIAL GROUP LLC | DE | MANAGING MEMBER | E | Control |
| JOHNSON FINANCIAL GROUP LLC | DE | MANAGING MEMBER | E | Control |
| JOHNSON FINANCIAL GROUP LLC | DE | MANAGING MEMBER | E | Control |
| JOHNSON FINANCIAL GROUP LLC | DE | MANAGING MEMBER | E | Control |
| JOHNSON FINANCIAL GROUP LLC | DE | MANAGING MEMBER | E | Control |
| JOHNSON FINANCIAL GROUP LLC | DE | MANAGING MEMBER | E | Control |
| JOHNSON FINANCIAL GROUP LLC | DE | MANAGING MEMBER | E | Control |
| JOHNSON FINANCIAL GROUP LLC | DE | MANAGING MEMBER | E | Control |
| JOHNSON FINANCIAL GROUP LLC | DE | MANAGING MEMBER | E | Control |
| JOHNSON FINANCIAL GROUP LLC | DE | MANAGING MEMBER | E | Control |
| JOHNSON FINANCIAL GROUP LLC | DE | MANAGING MEMBER | E | Control |
| JOHNSON FINANCIAL GROUP LLC | DE | MANAGING MEMBER | E | Control |
| JOHNSON FINANCIAL GROUP LLC | DE | MANAGING MEMBER | E | Control |
| JOHNSON FINANCIAL GROUP LLC | DE | MANAGING MEMBER | E | Control |
| JOHNSON FINANCIAL GROUP LLC | DE | MANAGING MEMBER | E | Control |
| JOHNSON FINANCIAL GROUP LLC | DE | MANAGING MEMBER | E | Control |
| JOHNSON FINANCIAL GROUP LLC | DE | MANAGING MEMBER | E | Control |
| JOHNSON FINANCIAL GROUP LLC | DE | MANAGING MEMBER | E | Control |
| JOHNSON FINANCIAL GROUP LLC | DE | MANAGING MEMBER | E | Control |
| JOHNSON FINANCIAL GROUP LLC | DE | MANAGING MEMBER | E | Control |
| JOHNSON FINANCIAL GROUP LLC | DE | MANAGING MEMBER | E | Control |
| JOHNSON FINANCIAL GROUP LLC | DE | MANAGING MEMBER | E | Control |
| JOHNSON FINANCIAL GROUP LLC | DE | MANAGING MEMBER | E | Control |
| LUTZ, GARY, BRIAN | I | MANAGING MEMBER/PRESIDENT | B | Control |
| LUTZ, GARY, BRIAN | I | MANAGING MEMBER/PRESIDENT | B | Control |
| LUTZ, GARY, BRIAN | I | MANAGING MEMBER/PRESIDENT | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| B&W HOLDINGS LLC | DE | JOHNSON FINANCIAL GROUP LLC | E | Control |
| B&W HOLDINGS LLC | DE | JOHNSON FINANCIAL GROUP LLC | E | Control |
| B&W HOLDINGS LLC | DE | JOHNSON FINANCIAL GROUP LLC | E | Control |
| B&W HOLDINGS LLC | DE | JOHNSON FINANCIAL GROUP LLC | E | Control |
| B&W HOLDINGS LLC | DE | JOHNSON FINANCIAL GROUP LLC | E | Control |
| B&W HOLDINGS LLC | DE | JOHNSON FINANCIAL GROUP LLC | E | Control |
| B&W HOLDINGS LLC | DE | JOHNSON FINANCIAL GROUP LLC | E | Control |
| B&W HOLDINGS LLC | DE | JOHNSON FINANCIAL GROUP LLC | E | Control |
| B&W HOLDINGS LLC | DE | JOHNSON FINANCIAL GROUP LLC | E | Control |
| B&W HOLDINGS LLC | DE | JOHNSON FINANCIAL GROUP LLC | E | Control |
| B&W HOLDINGS LLC | DE | JOHNSON FINANCIAL GROUP LLC | E | Control |
| B&W HOLDINGS LLC | DE | JOHNSON FINANCIAL GROUP LLC | E | Control |
| JOHNSON, BRANDON, CARROLL | I | JOHNSON FINANCIAL GROUP LLC | E | Control |
| JOHNSON, BRANDON, CARROLL | I | JOHNSON FINANCIAL GROUP LLC | E | Control |
| JOHNSON, BRANDON, CARROLL | I | JOHNSON FINANCIAL GROUP LLC | E | Control |
| JOHNSON, BRANDON, CARROLL | I | JOHNSON FINANCIAL GROUP LLC | D | Control |
| JOHNSON, BRANDON, CARROLL | I | JOHNSON FINANCIAL GROUP LLC | D | Control |
| JOHNSON, BRANDON, CARROLL | I | JOHNSON FINANCIAL GROUP LLC | D | Control |
| JOHNSON, BRANDON, CARROLL | I | JOHNSON FINANCIAL GROUP LLC | D | Control |
| JOHNSON, BRANDON, CARROLL | I | JOHNSON FINANCIAL GROUP LLC | D | Control |
| JOHNSON, BRANDON, CARROLL | I | JOHNSON FINANCIAL GROUP LLC | D | Control |
| JOHNSON, BRANDON, CARROLL | I | JOHNSON FINANCIAL GROUP LLC | D | Control |
| JOHNSON, BRANDON, CARROLL | I | JOHNSON FINANCIAL GROUP LLC | D | Control |
| JOHNSON, BRANDON, CARROLL | I | JOHNSON FINANCIAL GROUP LLC | D | Control |
| JOHNSON, BRANDON, CARROLL | I | JOHNSON FINANCIAL GROUP LLC | D | Control |
| JOHNSON, BRANDON, CARROLL | I | JOHNSON FINANCIAL GROUP LLC | D | Control |
| JOHNSON, BRANDON, CARROLL | I | JOHNSON FINANCIAL GROUP LLC | D | Control |
| JOHNSON, BRANDON, CARROLL | I | JOHNSON FINANCIAL GROUP LLC | D | Control |
| JOHNSON, BRANDON, CARROLL | I | JOHNSON FINANCIAL GROUP LLC | D | Control |
| JOHNSON, BRANDON, CARROLL | I | JOHNSON FINANCIAL GROUP LLC | D | Control |
| JOHNSON, BRANDON, CARROLL | I | JOHNSON FINANCIAL GROUP LLC | D | Control |
| JOHNSON, BRANDON, CARROLL | I | JOHNSON FINANCIAL GROUP LLC | D | Control |
Registrations
Federal
IA
Aug 13, 2025 REGISTERED
Notice Filings (11)
CA CO DC FL IL LA MD NY OK TX VA
Address
1144 FIFTEENTH STREETSUITE 3950
DENVER, CO 80202
United States
Phone: 720-778-4467