Katia Nicole Prochovnic

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

• 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

• S66 Uniform Combined State Law Examination
  2022-04-16

Other Names

• Katia Prochovnic
• Katia Nicole Prochovnic