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Jefferson Wayne Withnell

Jgp Wealth Management, LLC

Bend, OR

CRD 6923175

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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 2025-11-30
  • OR RA
    APPROVED
    Since 2025-11-30

Branch Locations

2838 Nw Crossing Drive Suite 212, Bend, OR 97703 • 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
Kpmg Llp Portland OR 09/2016 12/2017
Jgp Wealth Management, Llc Portland OR 03/2018 Present
Student Spokane WA 01/2008 12/2016
  • 09/2016 → 12/2017
    Kpmg Llp
    Portland, OR
  • 03/2018 → Present
    Jgp Wealth Management, Llc
    Portland, OR
  • 01/2008 → 12/2016
    Student
    Spokane, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-05-07
  • S65 Uniform Investment Adviser Law Examination
    2018-05-07
Designations
  • Certified Financial Planner
Other Names
  • Jake Withnell

View on SEC IAPD

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