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 is organized as a limited liability company and appears in FINTRX as an SEC-registered adviser as of 2025. The firm is owned by an individual and is classified in the record as “unclassified.” The registry flags indicate the firm is not a capital allocator and is not identified as an active ESG investor. Public disclosures to FINTRX are sparse. The firm has not provided descriptive information about its business activities, advisory services, fee model, or client base. Additional flags in the profile show JW & Co is not listed as a multi-state adviser, not a pension consultant, and not a related adviser to another entity.

Assets & Accounts

Investment profile

FINTRX

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

FINTRX

Recent filings

FINTRX

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