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Inactive

Andrew James Bennison

Jgp Wealth Management, LLC

Portland, OR

CRD 7592748

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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 2025-10-31
TX RA APPROVED_RES 2025-06-26
  • OR RA
    APPROVED
    Since 2025-10-31
  • TX RA
    APPROVED_RES
    Since 2025-06-26

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 06/2021 Present
Indian Creek Golf Course Hood River OR 06/2020 01/2021
The Greenbrier Companies Lake Oswego PA 05/2019 06/2021
Shubin Law State College PA 12/2018 08/2019
Penn State Law University Park PA 05/2018 09/2018
Portland Running Company Beaverton OR 02/2016 08/2017
Pennsylvania State University State College PA 09/2017 06/2021
  • 06/2021 → Present
    Jgp Wealth Management, Llc
    Portland, OR
  • 06/2020 → 01/2021
    Indian Creek Golf Course
    Hood River, OR
  • 05/2019 → 06/2021
    The Greenbrier Companies
    Lake Oswego, PA
  • 12/2018 → 08/2019
    Shubin Law
    State College, PA
  • 05/2018 → 09/2018
    Penn State Law
    University Park, PA
  • 02/2016 → 08/2017
    Portland Running Company
    Beaverton, OR
  • 09/2017 → 06/2021
    Pennsylvania State University
    State College, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-24
  • S65 Uniform Investment Adviser Law Examination
    2022-08-24

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

More in Portland, OR

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