James B. Callahan

JFG WEALTH MANAGEMENT

Denver, CO 80202

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CRD#: 2679930

Professional summary

James Blair Callahan, CFP®, who also goes by Jim Callahan, is a registered financial advisor currently at JFG WEALTH MANAGEMENT, LLC located in Denver, Colorado and JFG FAMILY OFFICE located in Denver, Colorado.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. James has worked at 8 firms and has passed the Series 63, Series 7 and Series 6 exams.

Question & Answer

What are your service offerings?

Investment Planning

Do you have an area of expertise or specialization?

Baby Boomers

Business Owners

Corporate Executives

Generation X

High Net Worth Client Needs

Investment Advice with Ongoing...

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Jim Callahan

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Blair Callahan's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

January 13, 2023 - Present

JFG WEALTH MANAGEMENT, LLC

Office #1: 1144 Fifteenth Street Suite 3950, Denver, CO 80202

RIA

CRD#: 285023

Denver, CO

Current

January 13, 2023 - Present

JFG FAMILY OFFICE

Office #1: 1144 Fifteenth Street Suite 3950, Denver, CO 80202

RIA

CRD#: 125101

Denver, CO

Past

December 3, 2020 - January 27, 2023

SAZA WEALTH PARTNERS LLC

RIA

CRD#: 311192

DENVER, CO

Past

September 10, 2019 - October 8, 2020

SHINE WEALTH PARTNERS

RIA

CRD#: 106097

LONE TREE, CO

Past

August 11, 2011 - May 13, 2019

JANICZEK WEALTH MANAGEMENT

RIA

CRD#: 107156

DENVER, CO

Past

November 16, 2006 - August 20, 2010

BB&T ASSET MANAGEMENT, INC.

RIA

CRD#: 108443

RALEIGH, NC

Past

May 2, 2001 - June 21, 2001

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

SAN FRANCISCO, CA

Past

November 9, 1995 - May 2, 2001

WELLS FARGO SECURITIES INC.

CRD#: 17438

SAN FRANCISCO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

JFG FAMILY OFFICE

JFG | JOHNSON FINANCIAL GROUP LLC | JOHNSON FAMILY OFFICE | JFG FAMILY OFFICE

CRD#: 125101 / SEC#: 801-79223

RIA

Registered Investment Advisory firm - (3/7/2014 Approved)

Colorado

Registered Investment Advisory firm - (4/25/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(1/13/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 11/15/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/24/1997

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/8/1995

Investment Company Products/Variable Contracts Representative Examination

Current Firm

JFG FAMILY OFFICE

JFG | JOHNSON FINANCIAL GROUP LLC | JOHNSON FAMILY OFFICE | JFG FAMILY OFFICE

CRD#: 125101 / SEC#: 801-79223

RIA

Registered Investment Advisory firm - (3/7/2014 Approved)

Colorado

Registered Investment Advisory firm - (4/25/2014 Terminated)

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Contact information

Main Address

1144 Fifteenth Street Suite 3950, Denver, CO 80202

Mailing Address

Phone number

(720) 475-1195

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

JOHNSON FINANCIAL GROUP FORM ADV PART 2A (8/13/2025)

Regulatory assets under management

Total Number of Accounts	861
AUM (Assets Under Management)	$ 2,745,499,208

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/13/2025	Cover Page	Report
12/09/2024	Cover Page	Report
02/28/2024	Cover Page	Report
10/26/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Advisor Monitoring

Firm Stability Insights

James B. Callahan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Blair Callahan's CRS (Customer Relationship Summary).

Certified licenses

Experience

JFG FAMILY OFFICE

SAZA WEALTH PARTNERS LLC

SHINE WEALTH PARTNERS

JANICZEK WEALTH MANAGEMENT

BB&T ASSET MANAGEMENT, INC.

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO SECURITIES INC.

Primary Firm SEC Registration

JFG FAMILY OFFICE

State Registrations and Notice Filings

Exams

Series 63

Date: 11/15/1995

Series 7

Date: 4/24/1997

Series 6

Date: 11/8/1995

Current Firm

JFG FAMILY OFFICE

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

JFG FAMILY OFFICE

TRUST BUT VERIFY

Contact information

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