Nicholas James Tabor
Investment adviser representative at Jfg Family Office
9 yearsExperience
1 stateRegistered in
$4.5BFirm assets
12 yearsFirm in business
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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
9 years in the industry.
- Jfg Family OfficeFeb 2023 to now
- Johnson Financial Group, LLC dba Jfg Family OfficeAug 2021 to now
- Jfg Wealth Management, LLCAug 2021 to Dec 2025
- Moneta GroupOct 2018 to Aug 2021
- Century Securities AssociatesJul 2016 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2023
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
- 6505910
- Firm CRD
- 125101