Financial ADVSR advisor directory · SEC adviser records
Jgp Wealth Management, LLC financial advisors in Oregon
Every SEC-registered investment adviser representative at a Jgp Wealth Management, LLC office in Oregon, by city and A to Z.
14 registered advisors work at Jgp Wealth Management, LLC in Oregon, out of 17 nationwide; it's the firm's number 1 state by advisors, and the most are in Portland (10). 8 list the CFP designation and 0 are also registered broker representatives.
Jgp Wealth Management, LLC advisors by city in Oregon
Every firm in Oregon →Jgp Wealth Management, LLC advisors in Oregon, A to Z
Search by name →- Michelle BenedictBend
- Andrew J. BennisonPortland
- William E. CarmichaelPortland · Certified Financial Planner
- Ryan J. CoffeePortland · Certified Financial Planner
- Rowan A. ColbyPortland · Certified Financial Planner
- Sarinah A. GigliottiPortland · Certified Financial Planner
- Joseph P. GrossPortland
- Christopher T. Jones Jr.Bend · Certified Financial Planner
- Shannon C. JonesBend · Certified Financial Planner, Chartered Financial Analyst
- David J. PaustianPortland
- William PaustianPortland · Certified Financial Planner
- Katia N. ProchovnicPortland · Chartered Financial Analyst
- Kevin D. SangerPortland
- Jefferson W. WithnellBend · Certified Financial Planner
Jgp Wealth Management, LLC advisors in every state →Jgp Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Jgp Wealth Management, LLC financial advisors are in Oregon?
14 investment adviser representatives are registered at Jgp Wealth Management, LLC offices in Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 17 at the firm nationwide. 8 list the CFP designation and 0 are also registered as broker representatives.
Where in Oregon does Jgp Wealth Management, LLC have the most advisors?
Portland, with 10, then Bend (4). Jgp Wealth Management, LLC has advisors in 2 cities in Oregon.
How do I check a Jgp Wealth Management, LLC advisor in Oregon?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Jgp Wealth Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.