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250 Church Street Se, Ste 100, Salem, OR 97301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-11-05 |
| OR | RA | APPROVED | 2019-03-06 |
Branch Locations
250 Church Street Se, Ste 100, Salem, OR 97301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jgc Wealth Management, Llc | Salem | OR | 06/2016 | Present |
| Johnson, Glaze & Co, Pc | Salem | OR | 01/2015 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-03 |
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