Michelle Benedict

Employer firm

Jgp Wealth Management, LLC CRD 290694

$1.43B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• 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