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Jgp Wealth Management, LLC CRD 290694
$1.43B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2838 Nw Crossing Drive Suite 212, Bend, OR 97703 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-29 |
| OR | RA | APPROVED | 2025-08-29 |
| TX | RA | APPROVED | 2018-03-08 |
Branch Locations
1140 Sw Washington Street Suite 650, Portland, OR 97205 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Portland | OR | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Portland | OR | 11/2016 | 01/2018 |
| Jgp Wealth Management, Llc | Portland | OR | 01/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-07 |
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