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Katie Marie Fallin

Jgc Tax & Wealth Management

Salem, OR

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Current Employers
Jgc Tax & Wealth Management

250 Church Street Se, Ste 100, Salem, OR 97301 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-11-05
OR RA APPROVED 2019-03-06
  • CA RA
    APPROVED
    Since 2019-11-05
  • OR RA
    APPROVED
    Since 2019-03-06

Branch Locations

250 Church Street Se, Ste 100, Salem, OR 97301 • 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
Jgc Wealth Management, Llc Salem OR 06/2016 Present
Johnson, Glaze & Co, Pc Salem OR 01/2015 Present
  • 06/2016 → Present
    Jgc Wealth Management, Llc
    Salem, OR
  • 01/2015 → Present
    Johnson, Glaze & Co, Pc
    Salem, OR
Other Businesses

Approximately 20% of time is spent supporting Johnson, Glaze & Co. The business is an affiliated accounting firm (not investment related) and operates out of the same address as JGC Wealth Management. As an Accountant that started in 1/2015, duties include tax preparation, bookkeeping, payroll, tax audit assistance, etc. The amount of time can increase during tax season.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-03
  • S65 Uniform Investment Adviser Law Examination
    2019-02-03
Other Names
  • Katie Marie Mcgregor
  • Katie Marie Entwit

View on SEC IAPD

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