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Madeleine Paige Heringer

Investment adviser representative at Jfg Family Office
10 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

10 years in the industry.

  1. Johnson Financial Group LLC dba Jfg Family OfficeApr 2024 to now
  2. Jfg Family OfficeMar 2017 to now
  3. Jfg Wealth Management LLCSep 2016 to Dec 2025
  4. Johnson Financial Group LLCAug 2016 to Apr 2024

Exams passed

  • Series 65 · Uniform Investment Adviser Law2017

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
6710429
Firm CRD
125101
Advisor's SEC record (opens in a new tab)
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