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Jgp Wealth Management, LLC CRD 290694
$1.43B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2838 Nw Crossing Drive Suite 212, Bend, OR 97703 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-11 |
| OR | RA | APPROVED | 2025-12-11 |
Branch Locations
1140 Sw Washington Street Suite 650, Portland, OR 97205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Portland | OR | 12/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Portland | OR | 11/2016 | 01/2018 |
| Jgp Wealth Management, Llc | Portland | OR | 01/2018 | Present |
NOTARY Republic State of Oregon; NOT INVESTMENT RELATED; PORTLAND, OR; START DATE 01/28/2016; 1 HOUR PER MONTH/0 DURING TRADING.PERFORM NOTARY REPUBLIC DUTIES FOR JGP CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-21 |
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