Leland L. Moyer
Professional summary
Leland Lyon Moyer JR, who also goes by Leland Lyon Moyer, is a registered financial advisor currently at JFG FAMILY OFFICE located in Denver, Colorado and JFG WEALTH MANAGEMENT, LLC located in Denver, Colorado.
Leland is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Leland has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Leland Lyon Moyer JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 26, 2015 - Present
JFG FAMILY OFFICE
Office #1: 1144 Fifteenth Street Suite 3950, Denver, CO 80202November 17, 2016 - Present
JFG WEALTH MANAGEMENT, LLC
Office #1: 1144 Fifteenth Street Suite 3950, Denver, CO 80202June 29, 2006 - January 5, 2015
OSAIC FA, INC.
June 27, 2005 - March 25, 2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
June 27, 2005 - January 5, 2015
OSAIC FA, INC.
Primary Firm SEC Registration
JFG FAMILY OFFICE
CRD#: 125101 / SEC#: 801-79223
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/26/2015)
Exams
Current Firm
JFG FAMILY OFFICE
CRD#: 125101 / SEC#: 801-79223
Contact information
SEC notice filing (8 States and Territories)
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 | ||
| 12/09/2024 | ||
| 02/28/2024 | ||
| 10/26/2022 |
Red Flags
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