Financial ADVSR advisor directory · SEC adviser records
Jgc Tax & Wealth Management financial advisors in Salem, OR
Every SEC-registered investment adviser representative at a Jgc Tax & Wealth Management office in Salem, A to Z.
The short answer
3 registered advisors work at Jgc Tax & Wealth Management in Salem, out of 3 at the firm nationwide; it ranks number 17 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Jgc Tax & Wealth Management advisors in Salem, A to Z
Every Jgc Tax & Wealth Management advisor →- Michael A. BlanchardCertified Financial Planner
- Paul B. CramerInvestment adviser rep
- Katie M. FallinInvestment adviser rep
Jgc Tax & Wealth Management advisors in every city and state →Jgc Tax & Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Salem
All Salem advisors →Ameriprise Financial Services, LLC 20Edward Jones 12Merrill Lynch, Pierce, Fenner & Smith Incorporated 11LPL Financial LLC 9Keudell Morrison Wealth Management, LLC 8State Farm Investment Management Corp. 8Morgan Stanley 7True Private Wealth Advisors, LLC 7Wells Fargo Advisors Financial Network, LLC 5Wells Fargo Clearing Services, LLC 5Cetera Investment Advisers LLC 4Pfs Investments Inc. 4
Questions
How many financial advisors does Jgc Tax & Wealth Management have in Salem?
3 investment adviser representatives are registered at Jgc Tax & Wealth Management offices in Salem, Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Jgc Tax & Wealth Management one of the largest advisor employers in Salem?
Jgc Tax & Wealth Management ranks number 17 in Salem by registered advisors; Ameriprise Financial Services, LLC has the most, with 20.
How do I check a Jgc Tax & Wealth Management advisor in Salem?
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 Jgc Tax & Wealth Management 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.