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JGP Wealth Management, LLC

Headquartered in BEND, OR

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Firm Information

JGP Wealth Management, LLC is an investment advisor based in Bend, Oregon. The firm manages $1,078,423,597 in assets for 2,682 accounts. JGP Wealth Management provides financial planning, selection of other advisors, portfolio management for businesses and individuals. The firm serves high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, charitable organizations, and state or municipal government entities.

JGP Wealth Management, LLC

2838 NW CROSSING DRIVE

BEND, OR 97703

$1.08B

Assets Under Management

Not reported

Total Clients

15

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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.

Branch Locations (7)

JGP WEALTH MANAGEMENT, LLC has a total of 7 branch locations across the country.
location

Portland, OR

location

Tucson, AZ

location

BEND, OR

location

Phoenix, AZ

location

Bend, OR

location

Beaverton, OR

location

West Valley City, UT

Advisors at JGP Wealth Management, LLC

View All 15 Advisors
Unclaimed
Kevin Douglas Sanger

RA

BEND, OR

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Unclaimed
Christopher Todd Jones

CFP®, RA

Bend, OR

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Unclaimed
Rowan A Colby

RA

BEND, OR

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Unclaimed
Ryan Joseph Coffee

CFP®, RA

BEND, OR

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Unclaimed
Salle May Smith

RA

Portland, OR

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Unclaimed
William Paustian

CFP®, RA

BEND, OR

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Unclaimed
Jefferson Wayne Withnell

CFP®, RA

BEND, OR

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Unclaimed
Shannon Crowder Jones

CFP®, CFA®, RA

Bend, OR

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Disclosures

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

Frequently Asked Questions (7)

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