Managing Director · JFG Family Office
Mary L. Koons
CRD 8233633 · 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 Mary L. Koons on its Form ADV as Managing Director, a control person.
Firms and roles
- JFG Family OfficeManaging DirectorWealth manager · Denver, CO · $4.5B in regulatory assets
AtlasMembers
Mary’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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Colleagues named on the same filings (10)
- Wendy M. JohnsonGeneral Counsel, JFG Family Office
- Brandon C. JohnsonElected Manager & CEO, JFG Family Office
- Albert W. WilliamsManaging Director, JFG Family Office
- Mark P. McConnellManaging Director, JFG Family Office
- Kristin KeffelerChief Learning Officer, JFG Family Office
5 more people named with Mary on the same filings, with titles and firms. Free in Atlas with a free account.
See all 10 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mary’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.