DIRECTORY OF REGISTERED ADVISORS
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JGP WEALTH MANAGEMENT, LLC
Tel: 503-446-6450
2838 Nw Crossing Drive Suite 213
Bend, Oregon 97703
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
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