National Retirement Planning Experts

National Coverage
Local Professionals

Home  > Financial Advisors > oregon > bend

JGP WEALTH MANAGEMENT, LLC

Tel: 503-446-6450
2838 Nw Crossing Drive
Suite 213
Bend, Oregon  97703

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

JGP WEALTH MANAGEMENT, LLC

JGP WEALTH MANAGEMENT, LLC is a Bend, Oregon based financial advisory firm with nearly $1,078,423,597 in assets under management and provides investment advisory services for 2682 clients. There are currently 18 financial advisors at the firm.

General Information

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

290694

SEC#:

801-112288

No. of Clients:

2682

Assets under Management

$1,078,423,597

No. of Advisors:

18

More Financial Advisory Firms in Bend,

Financial Advisory FirmFirm CRD#No. of Advisors

More Firms in Bend, >>

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© 2026 FinancialAdvisor.net. All Rights Reserved.