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 is recorded as SEC-registered in 2025. Ownership is listed as individual and the firm's regulatory classification is unclassified. Public records indicate the adviser does not act as a capital allocator and is not described as an active ESG investor. The firm is not listed as a multi-state adviser, a pension consultant, or a related adviser. Disclosure in the available profile is minimal: fields for client base, fee structure, business activities, and advisory activities were not populated. The firm is shown as having two office locations, but no further detail about those offices or geographic focus is provided.

Assets & Accounts

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • Thomas Hopkins

    FinOpCRD 1835087

  • Jena Smith Feller

    OwnerCRD 5402931

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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