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William Paustian

Jgp Wealth Management, LLC

Portland, OR

CRD 6893387

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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 2025-09-19
  • 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
  • Certified Financial Planner

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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