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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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