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 $888,913,792 assets under management, offering retirement planning & investment advisory services to 2404 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	290694
SEC#	801-112288
Assets Managed by Firm	$888,913,792
No. of Clients	2404
No. of Advisors	19

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2404	$888,913,792
Individuals (other than high net worth individuals)	273	$86,088,966
High net worth individuals	322	$780,649,029
Charitable organizations	Fewer than 5 clients	$4,390,309
Corporations or other businesses	15	$13,860,209

Inquire with JGP WEALTH MANAGEMENT, LLC

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