William Stanley Neely
Investment adviser representative at Jfg Family Office
10 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
10 years in the industry.
- Jfg Family OfficeFeb 2026 to now
- Johnson Financial Group LLC dba Jfg Family OfficeFeb 2026 to now
- Tolleson Private Wealth Management, LPMay 2021 to Jan 2026
- L3harrisMay 2020 to May 2021
- Simmons BankJun 2019 to Aug 2019
- Office of George W. BushJul 2017 to Aug 2017
- Westwood Holdings GroupMay 2017 to Jul 2017
- University of ArkansasAug 2016 to May 2020
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 8071493
- Firm CRD
- 125101