James
Callahan
Johnson Financial Group LLC
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About this Advisor
James Callahan is a certified financial planner and chartered financial analyst working in Denver, Colorado. Callahan is an employee of Johnson Financial Group LLC. Over the course of their career, they have held roles at Jfg Wealth Management, LLC, Janiczek Wealth Management, Shine Wealth Partners, The Saza Group, Saza Wealth Partners LLC and Johnson Financial Group LLC. Callahan has a Series 63 license, qualifying them as a securities representative, and can serve investors in Colorado. Johnson Financial Group LLC is a registered investment firm based in Denver, CO. The company has offices in three locations and a total of 35 employees. It manages $2 billion in assets among its 704 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides financial advice to one charities and foundations. Of its 704 accounts, 94% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Johnson Financial Group LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors vary depending on which services the firm provides the client. Fee types billed by Johnson Financial Group LLC likely consist of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Johnson Financial Group LLC Brokerage Details
$1,998,763,352
35
704
$2,839,152
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
James Callahan Work History
James has been registered as a financial advisor for 0 years.*
Jfg Wealth Management, LLC
Johnson Financial Group LLC
Saza Wealth Partners LLC
Shine Wealth Partners
The Saza Group
Janiczek Wealth Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Callahan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Johnson Financial Group LLC
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
