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15 Enterprise Suite 250, Aliso Viejo, CA 92656-2652 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-10-17 |
| VA | RA | APPROVED | 2025-09-04 |
| DC | RA | APPROVED | 2025-08-14 |
| CA | RA | APPROVED | 2025-07-26 |
| TX | RA | APPROVED | 2018-07-11 |
| WA | RA | APPROVED | 2017-06-30 |
Branch Locations
15 Enterprise Suite 250, Aliso Viejo, CA 92656-2652 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Seattle | WA | 09/2015 | 12/2016 |
| Jg Wealth Management, Llc | Seattle | WA | 12/2016 | Present |
| Union Capital Company | Tucson | AZ | 06/2018 | 09/2018 |
President and owner of JG Wealth Management, LLC, a Registered Investment Advisor firm offering financial planning and advising services. 800 Fifth Avenue Suite 4100, Seattle 98104 Start date: 12/20/2016 Hours/month: 160 Duties: Meets with clients, discusses financial goals and develops plans to reach them.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-15 |
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