Unclaimed
Sean Janni is a Certified Financial Planner™ and Chartered Financial Analyst® with over 10 years of experience in the financial industry. Sean focuses on portfolio management for individuals, families, and businesses. He also has experience working with charitable organizations and pooled investment vehicles. Sean works at Johnson Financial Group LLC and JFG Wealth Management, LLC both of which are based in Denver, CO.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Family office services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CO
01/18/2023 - Present
Johnson Financial Group LLC (DENVER CO)
IA
Issued 09/29/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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