FH
Fergus Hall
JFG WEALTH MANAGEMENT
Arlington, VA 22209
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CRD#: 7142256
FH
Professional summary
Fergus Hall, who also goes by Fergus D. Hall, is a registered financial advisor currently at JFG WEALTH MANAGEMENT, LLC located in Arlington, Virginia and JFG FAMILY OFFICE located in Arlington, Virginia.
Fergus is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Fergus has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Fergus D. Hall
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.
Entity Name: Hall Brothers Ltd Investment related: No Address: 11532 Maull Rd Lewes, Delaware 19958 United States Nature of the other business: Small Business Services Position/Title/Relationship: Owner/Partner Start Date: 04/19/2023 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Hall Brothers Ltd provides small business services. The company assists small businesses with scheduling software and enterprise solutions. My role does not provide any sort of financial advise or consulting in exchange for payment. There is no similarity to my role at JPM. There is no overlap with clientele that we work with at JPM. There is no conflict of interest in associating with this business. As the business is small, I would have association to finance committee and internal accounting.
CRS (Client Relationship Summary) - RIA
Click below to view Fergus Hall's 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®
NoneExperience
Current
August 5, 2024 - Present
JFG WEALTH MANAGEMENT, LLC
Office #1: 1812 N Moore St. Suite 1820, Arlington, VA 22209RIA
CRD#: 285023
Arlington, VA
Current
August 20, 2024 - Present
JFG FAMILY OFFICE
Office #1: 1812 N Moore St. Suite 1820, Arlington, VA 22209RIA
CRD#: 125101
Arlington, VA
Past
November 30, 2023 - April 6, 2024
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
Washington, DC
Past
September 26, 2019 - April 6, 2024
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
Washington, DC
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".
JF
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)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
District of Columbia(8/5/2024)
IAR
Virginia(4/2/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/26/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
JF
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)Upgrade to AdvisorCheck Premium
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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
47
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
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.
