Keri
Neujahr
Johnson Financial Group LLC
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About this Advisor
Keri Neujahr is a financial advisor based in Denver, Colorado, working with Johnson Financial Group LLC. Keri has previously held positions at Chaparral Royalty Company, Mount Yale Capital, Wakefield Asset Management, Liberti Usa, Janus Henderson Investors, Bnp Paribas, Johnson Financial Group LLC, Jfg Wealth Management, LLC, and the University Of Denver. Keri has passed the Series 65 regulatory exam and is registered to provide services in Colorado. Currently, Keri is part of Johnson Financial Group LLC, which operates out of Denver, Colorado. The firm has 1 office and 39 employees. The firm manages assets totaling $2.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Johnson Financial Group LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Johnson Financial Group LLC Brokerage Details
$2,476,192,497
39
788
$3,142,376
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
Keri Neujahr Work History
Johnson Financial Group LLC
Jfg Wealth Management, LLC
Johnson Financial Group LLC
Jfg Wealth Management, LLC
Bnp Paribas
Bnp Paribas
Wakefield Asset Management
Liberti Usa
Janus Henderson Investors
Mount Yale Capital
Chaparral Royalty Company
University Of Denver
Disclosures
Please visit the SEC profile of Keri Neujahr 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 6/19/2024. 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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