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Est. 2026The front page of wealth managementNew York

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Chief Compliance Officer · JFG Family Office

Lisa M. Burke

CRD 2020766 · Named on Form ADV at one SEC-registered adviser

At a glance

JFG Family Office, an SEC-registered wealth manager based in Denver, CO with $4.5 billion in regulatory assets, lists Lisa M. Burke on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

  • JFG Family OfficeChief Compliance OfficerWealth manager · Denver, CO · $4.5B in regulatory assets

AtlasMembers

Lisa’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (10)

5 more people named with Lisa on the same filings, with titles and firms. Free in Atlas with a free account.

See all 10 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lisa’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.