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Katia Nicole Prochovnic

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 2025-10-10
  • OR RA
    APPROVED
    Since 2025-10-10

Branch Locations

1140 Sw Washington St 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
First Republic Securities Company, Llc Portland OR 02/2022 06/2023
First Republic Investment Management, Inc. Portland OR 06/2021 06/2023
Gonzaga University Spokane WA 08/2017 05/2021
Beaverton School District Beaverton OR 09/2004 06/2017
Matrix Resources Portland OR 06/2021 09/2021
J.P. Morgan Securities Llc Portland OR 09/2023 04/2024
Jgp Wealth Management, Llc Bend OR 05/2025 Present
Sabbatical Portland OR 04/2024 11/2024
Bond Financial Pllc Seattle WA 11/2024 12/2024
Point Forward Wealth Advisors Lake Oswego OR 02/2025 04/2025
  • 02/2022 → 06/2023
    First Republic Securities Company, Llc
    Portland, OR
  • 06/2021 → 06/2023
    First Republic Investment Management, Inc.
    Portland, OR
  • 08/2017 → 05/2021
    Gonzaga University
    Spokane, WA
  • 09/2004 → 06/2017
    Beaverton School District
    Beaverton, OR
  • 06/2021 → 09/2021
    Matrix Resources
    Portland, OR
  • 09/2023 → 04/2024
    J.P. Morgan Securities Llc
    Portland, OR
  • 05/2025 → Present
    Jgp Wealth Management, Llc
    Bend, OR
  • 04/2024 → 11/2024
    Sabbatical
    Portland, OR
  • 11/2024 → 12/2024
    Bond Financial Pllc
    Seattle, WA
  • 02/2025 → 04/2025
    Point Forward Wealth Advisors
    Lake Oswego, OR
Previous Registrations
  • 2022-04-18 → 2024-04-08
    J.P. Morgan Private Wealth Advisors Llc
    Portland, OR
    Portland, OR
  • 2023-11-20 → 2024-04-06
    J.P. Morgan Securities Llc
    Los Angeles, CA
    Portland, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-16
  • S66 Uniform Combined State Law Examination
    2022-04-16
Other Names
  • Katia Prochovnic
  • Katia Nicole Prochovnic

View on SEC IAPD

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JACQUELYN MARIE PASCIAK
STEVEN MICHAEL FAIN
BRANDON LEE ERICKSON
DAVID KENT PEDERSON
Derek Jon Cram

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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