Brendan Michael Castleman
Investment adviser representative at Jfg Family Office
11 yearsExperience
3 statesRegistered in
CFADesignation
$4.5BFirm assets
Are you Brendan Michael Castleman? Claim your profile
Contact this firm
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
11 years in the industry.
- Johnson Financial Group LLC dba Jfg Family OfficeMar 2025 to now
- Jfg Family OfficeMar 2023 to now
- Jonhson Financial Group LLCMay 2024 to Mar 2025
- Jfg Wealth Management LLCFeb 2023 to Dec 2025
- Johnson Financial Group LLCFeb 2023 to May 2024
- Cambridge AssociatesFeb 2020 to Feb 2023
- Bank of America, N.A.Dec 2015 to Feb 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2015 to Feb 2020
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 3 states (MD, TX, VA).
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
- 6346202
- Firm CRD
- 125101