Jessica K. Margetson
Investment adviser representative at Jfg Family Office
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Jfg Family OfficeAug 2024 to now
- Johnson Financial Group LLC dba Jfg Family OfficeJul 2024 to now
- Jfg Wealth ManagementJul 2024 to Dec 2025
- Invictus Private Wealth, LLCMay 2022 to Jun 2024
- UBS Financial Services IncOct 2010 to May 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (CO).
Jfg Family Office
Legal name: Johnson Financial Group LLC
$4.5BAssets managed
164Clients
35Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5410285
- Firm CRD
- 125101