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JG Wealth Management, LLC

Headquartered in LOS ANGELES, CA

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Firm Information

JG Wealth Management, LLC is an investment advisory firm based in the United States. The firm offers financial planning and portfolio management services to individuals. They have a total of 17 client accounts and manage approximately $2,000,000 in assets. The firm's website addresses include: [https://www.facebook.com/jgwealthmgt/](https://www.facebook.com/jgwealthmgt/), [https://www.linkedin.com/company/jg-wealth-management/](https://www.linkedin.com/company/jg-wealth-management/), [http://www.jg-wm.com/](http://www.jg-wm.com/), and [https://twitter.com/jgwealthmgt](https://twitter.com/jgwealthmgt).

JG Wealth Management, LLC

$2.00M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Subadviser fees

Branch Locations (1)

JG WEALTH MANAGEMENT, LLC has a total of 1 branch locations across the country.
location

LOS ANGELES, CA

Advisors at JG Wealth Management, LLC

View All 1 Advisors
Unclaimed
Jerome Allan Greene

RA

LOS ANGELES, CA

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Disclosures

There are no public disclosures for JG Wealth Management, LLC.

Frequently Asked Questions (8)

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