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William Estep Carmichael

Jgp Wealth Management, LLC

Portland, 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 2026-03-26
  • OR RA
    APPROVED
    Since 2026-03-26

Branch Locations

1140 Sw Washington St. Suite 640, Portland, OR 97205 • 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
Fisher Investments Camas WA 01/2025 02/2026
Deepgram Inc. San Francisco CA 03/2020 06/2024
Ernst & Young San Francisco CA 08/2019 03/2020
Unemployed Portland OR 06/2024 01/2025
University Of Oregon Eugene OR 09/2015 06/2019
Jgp Wealth Management, Llc Bend OR 03/2026 Present
  • 01/2025 → 02/2026
    Fisher Investments
    Camas, WA
  • 03/2020 → 06/2024
    Deepgram Inc.
    San Francisco, CA
  • 08/2019 → 03/2020
    Ernst & Young
    San Francisco, CA
  • 06/2024 → 01/2025
    Unemployed
    Portland, OR
  • 09/2015 → 06/2019
    University Of Oregon
    Eugene, OR
  • 03/2026 → Present
    Jgp Wealth Management, Llc
    Bend, OR
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-14
  • S65 Uniform Investment Adviser Law Examination
    2025-03-14
Designations
Other Names
  • Will Carmichael
  • William Carmichael

View on SEC IAPD

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Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR
INMAN FINANCIAL SERVICES, INC. · PORTLAND, OR
PINNACLE WEALTH ADVISORS · Portland, OR
OSAIC WEALTH, INC. · TIGARD, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR

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