JW & CO.
Firm details
- Headquarters
- GREENWOOD VILLAGE, Colorado
- CRD number
- 326627
- Registered since
- March 6, 2025
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2THOMAS HOPKINS
FinOpCRD 1835087
JENA SMITH FELLER
OwnerCRD 5402931
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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