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Jessica K. Margetson

Johnson Financial Group LLC

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About Jessica K. Margetson

Jessica K. Margetson is a financial advisor with Johnson Financial Group LLC and JFG Wealth Management, LLC. Jessica K. Margetson has been a financial advisor for over 10 years, previously working at UBS Financial Services Inc. and Waddell & Reed, Inc. Jessica K. Margetson's specializations include family office services, financial planning, portfolio management for individuals, businesses and pooled investment vehicles, and selection of other advisors. Jessica K. Margetson holds the Series 66, Series 7, and SIE licenses. Jessica K. Margetson is a Certified Financial Planner.

Firm Information

Jessica Margetson is currently registered with Johnson Financial Group LLC. Johnson Financial Group LLC is a Denver, CO-based investment advisor with $2,476,192,497 in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and selection of other advisors. The firm primarily serves high-net-worth individuals, charitable organizations, and pooled investment vehicles.
Johnson Financial Group LLC

1144 FIFTEENTH STREET

DENVER, CO 80202

$2.48B

Assets Under Management

Not reported

Total Clients

26

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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family office services

Family office services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jessica Margetson’s Registration & Firm History

CO

08/02/2024 - Present

Johnson Financial Group LLC (DENVER CO)

CO

11/01/2010 - 06/01/2022

UBS FINANCIAL SERVICES INC. (DENVER CO)

NM

01/28/2010 - 05/25/2010

WADDELL & REED, INC. (ALBUQUERQUE NM)

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Licenses & Designations

BOTH

Issued 11/18/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/26/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jessica K. Margetson.
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