JW & CO.

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
GREENWOOD VILLAGE, Colorado
CRD number
326627
Registered since
March 6, 2025

Firm profile

FINTRX

Overview

JW & Co. operates as a limited liability company and is registered with the SEC as of 2025. Public records list the firm’s ownership as an individual proprietor and classify the adviser as "unclassified." The firm is not identified as a capital allocator, pension consultant, or related adviser. It is also flagged as not being an active ESG investor and not operating as a multi-state adviser. The firm has provided little detail about its business model: fields for client base, fee structure, business activities, and advisory activities are blank in the available snapshot. That limited disclosure constrains visibility into target clientele, service offerings, and how the firm generates revenue.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • THOMAS HOPKINS

    FinOpCRD 1835087

  • JENA SMITH FELLER

    OwnerCRD 5402931

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

GREENWOOD VILLAGE, CO

ARAPAHOE

Location

GREENWOOD VILLAGE, CO

Headquartered in GREENWOOD VILLAGE, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
ARAPAHOE
Address
5700 S Aspen Ct
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth