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 an SEC-registered adviser in 2025. FINTRX classifies the firm as unclassified and lists it as individually owned. Public disclosures captured in the dataset are sparse: the firm has not provided details on its client segments, fee models, advisory activities, or business affiliations. The available profile notes several negative flags about service scope: JW & Co. is not identified as a capital allocator, does not report being an active ESG investor, is not listed as a multi-state adviser, and is not described as a pension consultant or related adviser. FINTRX also does not mark the firm as newly formed despite the 2025 registration date.

Assets & Accounts

Location & Offices

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