Financial ADVSR advisor directory · SEC adviser records
Jgp Wealth Management, LLC financial advisors in Portland, OR
Every SEC-registered investment adviser representative at a Jgp Wealth Management, LLC office in Portland, A to Z.
The short answer
10 registered advisors work at Jgp Wealth Management, LLC in Portland, out of 17 at the firm nationwide; it ranks number 29 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.
Jgp Wealth Management, LLC advisors in Portland, A to Z
Every Jgp Wealth Management, LLC advisor →- Andrew J. BennisonInvestment adviser rep
- William E. CarmichaelCertified Financial Planner
- Ryan J. CoffeeCertified Financial Planner
- Rowan A. ColbyCertified Financial Planner
- Sarinah A. GigliottiCertified Financial Planner
- Joseph P. GrossInvestment adviser rep
- David J. PaustianInvestment adviser rep
- William PaustianCertified Financial Planner
- Katia N. ProchovnicChartered Financial Analyst
- Kevin D. SangerInvestment adviser rep
Jgp Wealth Management, LLC advisors in every city and state →Jgp Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Jgp Wealth Management, LLC advisors in other cities
Other firms in Portland
All Portland advisors →LPL Financial LLC 57Ameriprise Financial Services, LLC 52Stancorp Investment Advisers, Inc. 49Merrill Lynch, Pierce, Fenner & Smith Incorporated 41Morgan Stanley 33UBS Financial Services Inc. 33Wells Fargo Clearing Services, LLC 32Edward Jones 31Transamerica Financial Advisors, LLC 29M Holdings Securities, Inc. 28J.P. Morgan Securities LLC 25Strategic Advisers LLC 25
Questions
How many financial advisors does Jgp Wealth Management, LLC have in Portland?
10 investment adviser representatives are registered at Jgp Wealth Management, LLC offices in Portland, Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 17 nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Is Jgp Wealth Management, LLC one of the largest advisor employers in Portland?
Jgp Wealth Management, LLC ranks number 29 in Portland by registered advisors; LPL Financial LLC has the most, with 57.
How do I check a Jgp Wealth Management, LLC advisor in Portland?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.