JGP WEALTH MANAGEMENT, LLC

2838 Nw Crossing Drive
Suite 213
Bend, Oregon 97703
Tel: 503-446-6450

About JGP WEALTH MANAGEMENT, LLC

JGP WEALTH MANAGEMENT, LLC, formally registered with the SEC as JGP WEALTH MANAGEMENT, LLC. The firm was established in 01/12/2018. They have over 2 offices throughout the country.

JGP WEALTH MANAGEMENT, LLC is a Bend, Oregon based Financial Planning firm with nearly $1,078,423,597 assets under management, offering retirement planning & investment advisory services to 2682 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	290694
SEC#	801-112288
Assets Managed by Firm	$1,078,423,597
No. of Clients	2682
No. of Advisors	18

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2682	$1,078,423,597
Individuals (other than high net worth individuals)	303	$107,719,344
High net worth individuals	349	$937,166,366
Charitable organizations	Fewer than 5 clients	$4,603,487
Corporations or other businesses	21	$24,536,745

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