Robert W. Baird &
47yrs
Top advisor by experience in Denver
8yrs
Thomas Lee Batcha
Financial advisor at JFG Family Office
At a glance
Experience8 years (since 2018)
How that compares ?More experience than 51% of advisors at JFG Family Office
Office1144 Fifteenth Street Suite 3950, Denver, CO 80202
How the firm is paid ?Percent of assets, Flat fee
States licensed ?1 state
Services through JFG Family Office
Financial planningInvestment management for individuals and small businessesManaging private fundsChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Investment Adviser Law Examination
Career
- 2022 – nowJFG Family OfficeCurrent firm
- 2022 – 2026JFG Wealth Management, LLCPreviously
- 2018 – 2022Optimal Capital Advisors, LLCPreviously
Questions to ask Thomas
Tailored to Thomas’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Thomas
How do I contact Thomas?
Call JFG Family Office at 720-475-1195 and ask for Thomas Lee Batcha. Thomas works from the Denver, CO office.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 2018, about 8 years. More experience than 51% of advisors at JFG Family Office.
What licenses does Thomas hold?
Series 65. Tap any license on this page to see what it allows.
Is Thomas a fiduciary?
Thomas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Thomas paid?
JFG Family Office reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Thomas for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Ameriprise Financial Services
47yrs
Top 1% by experience in Denver
Sanctuary Advisors
46yrs
Top 1% by experience in Denver
Krivacs Capital Management
46yrs
Top 1% by experience in Denver
Wells Fargo Advisors
45yrs
Top 1% by experience in Denver
Denewiler Capital Management
45yrs
Top 1% by experience in Denver