Kaley Kris
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.
- Johnson Financial Group, LLC dba Jfg Family OfficeApr 2024 to now
- Jfg Family OfficeFeb 2022 to now
- Jfg Wealth Management LLCJul 2020 to Dec 2025
- Johnson Financial Group LLCJan 2020 to Apr 2024
- Kayne Anderson Capital AdvisorsJun 2019 to Aug 2019
- Powercom LtdMay 2018 to Aug 2018
- Cherry Creek Family OfficesJun 2017 to Aug 2017
- University of ColoradoAug 2016 to Oct 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
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
- 7397005
- Firm CRD
- 125101