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Katelyn M Kalomiris

Jgp Wealth Management, LLC

Phoenix, AZ

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Current Employers
Jgp Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-08-20
  • AZ RA
    APPROVED
    Since 2024-08-20

Branch Locations

Phoenix, AZ • 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
Hifi Kitchen & Cocktails Tucson AZ 06/2015 12/2016
Artisan Partners Milwaukee WI 02/2017 02/2019
Baird Scottsdale AZ 03/2019 03/2024
Jgp Wealth Management, Llc Bend OR 04/2024 Present
  • 06/2015 → 12/2016
    Hifi Kitchen & Cocktails
    Tucson, AZ
  • 02/2017 → 02/2019
    Artisan Partners
    Milwaukee, WI
  • 03/2019 → 03/2024
    Baird
    Scottsdale, AZ
  • 04/2024 → Present
    Jgp Wealth Management, Llc
    Bend, OR
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-30
  • S66 Uniform Combined State Law Examination
    2019-12-30
Designations
Other Names
  • Katelyn M Pollard

View on SEC IAPD

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