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Ryan Joseph Coffee

Jgp Wealth Management, LLC

Portland, OR

CRD 7474424

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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:

Current Employers
Jgp Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2021-12-08
  • OR RA
    APPROVED
    Since 2021-12-08

Branch Locations

1140 Sw Washington Street Suite 650, 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
Jgp Wealth Management, Llc Portland OR 03/2019 Present
Student Oxford OH 09/2010 02/2019
Opus Agency Beaverton OR 02/2017 08/2018
Nchannel Columbus OH 01/2015 01/2017
  • 03/2019 → Present
    Jgp Wealth Management, Llc
    Portland, OR
  • 09/2010 → 02/2019
    Student
    Oxford, OH
  • 02/2017 → 08/2018
    Opus Agency
    Beaverton, OR
  • 01/2015 → 01/2017
    Nchannel
    Columbus, OH
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SUCCESS WEALTH MANAGEMENT LLC
INMAN FINANCIAL SERVICES, INC.

Nearby Investors

ALEX JOHN SHEPPARD
DANIEL JOSEPH HECK
Lucas F Ellis

Nearby Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR

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