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Inactive

Michelle Benedict

Jgp Wealth Management, LLC

Bend, OR

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Current Employers
Jgp Wealth Management, Llc

2838 Nw Crossing Drive Suite 212, Bend, OR 97703 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-03-13
  • OR RA
    APPROVED
    Since 2025-03-13

Branch Locations

2838 Nw Crossing Drive Suite 212, Bend, OR 97703 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Phillips & Company Portland OR 11/2019 04/2022
Scherzer Strom Portland OR 06/2016 11/2019
Fairway America Portland OR 05/2022 03/2023
North Capital Private Securities Salt Lake City UT 05/2022 03/2023
First Republic Securities Company, Llc Portland OR 04/2023 09/2023
First Republic Investment Management, Inc. Portland OR 04/2023 06/2023
J.P. Morgan Securities Llc Portland OR 09/2023 02/2025
Jp Morgan Chase Bank, N.A. Portland OR 10/2023 02/2025
Jgp Wealth Management, Llc Bend OR 03/2025 Present
  • 11/2019 → 04/2022
    Phillips & Company
    Portland, OR
  • 06/2016 → 11/2019
    Scherzer Strom
    Portland, OR
  • 05/2022 → 03/2023
    Fairway America
    Portland, OR
  • 05/2022 → 03/2023
    North Capital Private Securities
    Salt Lake City, UT
  • 04/2023 → 09/2023
    First Republic Securities Company, Llc
    Portland, OR
  • 04/2023 → 06/2023
    First Republic Investment Management, Inc.
    Portland, OR
  • 09/2023 → 02/2025
    J.P. Morgan Securities Llc
    Portland, OR
  • 10/2023 → 02/2025
    Jp Morgan Chase Bank, N.A.
    Portland, OR
  • 03/2025 → Present
    Jgp Wealth Management, Llc
    Bend, OR
Previous Registrations
  • 2023-09-18 → 2025-03-20
    J.P. Morgan Private Wealth Advisors Llc
    Portland, OR
  • 2023-11-22 → 2025-03-06
    J.P. Morgan Securities Llc
    Portland, OR
    Los Angeles, CA
    San Francisco, CA
    San Francisco, CA
    Hillsboro, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-14
S63 Uniform Securities Agent State Law Examination 2022-07-22
  • S66 Uniform Combined State Law Examination
    2023-09-14
  • S63 Uniform Securities Agent State Law Examination
    2022-07-22
Other Names
  • Michelle Benedict
  • Michelle Catherine Benedict

View on SEC IAPD

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