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Tiffani N Porter

Investment adviser representative at Jfg Family Office
14 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

14 years in the industry.

  1. Johnson Financial Group LLC dba Jfg Family OfficeMay 2024 to now
  2. Jfg Family OfficeJul 2023 to now
  3. Jfg Wealth Management LLCJul 2023 to Dec 2025
  4. Johnson Financial Group LLCJul 2023 to May 2024
  5. UnemployedApr 2023 to Jun 2023
  6. Force ManagementJan 2022 to Mar 2023
  7. Bok FinancialJul 2018 to Jan 2022
  8. Spears School of BusinessAug 2016 to May 2018
  9. Oklahoma State UniversityAug 2012 to May 2018

Designations

  • CFP® certification

Exams passed

No exams in this record.

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
7785929
Firm CRD
125101
Advisor's SEC record (opens in a new tab)
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