Best Investors Account Sign in
Inactive

Jefferson Wayne Withnell

Jgp Wealth Management, LLC

Bend, OR

Claim This Profile
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
Other Names
  • Jake Withnell

View on SEC IAPD

More in Bend, OR

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor