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Inactive

William Paustian

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 2025-09-19
  • OR RA
    APPROVED
    Since 2025-09-19

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 Portland OR 10/2020 Present
Dealpath San Francisco CA 09/2019 10/2020
Nulia Eugene OR 10/2018 09/2019
Wells Fargo Advisors St. Louis MO 06/2018 08/2018
Nike London 07/2017 08/2017
University Of Oregon Eugene OR 10/2015 06/2019
  • 10/2020 → Present
    Jgp Wealth Management
    Portland, OR
  • 09/2019 → 10/2020
    Dealpath
    San Francisco, CA
  • 10/2018 → 09/2019
    Nulia
    Eugene, OR
  • 06/2018 → 08/2018
    Wells Fargo Advisors
    St. Louis, MO
  • 07/2017 → 08/2017
    Nike
    London
  • 10/2015 → 06/2019
    University Of Oregon
    Eugene, OR
Designations

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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