Lisa Marie Burke
Chief Compliance OfficerJfg Wealth Management, LLCCRD 2020766
About Lisa Marie Burke
Lisa Marie Burke is listed as Chief Compliance Officer at Jfg Wealth Management, LLC in Denver, CO. Form ADV reports a beneficial ownership band of Under 5%. Lisa Marie Burke is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Jfg Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Lisa Marie Burke work?
Lisa Marie Burke is listed as Chief Compliance Officer at Jfg Wealth Management, LLC on SEC Form ADV.
How much of Jfg Wealth Management, LLC does Lisa Marie Burke own?
Form ADV reports a beneficial ownership band of Under 5%.
Jfg Wealth Management, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Johnson Financial Group LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |