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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Bennison is a financial advisor at JGP Wealth Management, LLC. Andrew has been in the industry since 2016. Andrew earned their Series 65 license in 2022. Andrew's specializations include Portfolio Management, Financial Planning, Retirement Planning and Education Planning. Andrew is affiliated with JGP Wealth Management, LLC. JGP Wealth Management, LLC has been managing assets for individuals, businesses, and charitable organizations since 2006. The firm's primary service is providing financial advice, portfolio management, and financial planning. JGP Wealth Management, LLC manages over $1 Billion in assets.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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OR
01/01/2025 - Present
JGP Wealth Management, LLC (Portland OR)
IA
Issued 08/24/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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