Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Jeff Paustian is an investment advisor representative at JGP Wealth Management, LLC. David has been in the securities industry since 1993 and is registered with the state of Texas. David has a Series 63 and Series 65 license, as well as a Series 7 and Series 31 license. David is also registered with the state of Oregon and California. David is a financial planner, portfolio manager for individuals and businesses and a selection of other advisors. David specializes in the following areas: * Private Clients * Trusts * Pension Plans * Businesses * Non-Profit Organizations Before working with JGP Wealth Management, LLC, David worked with Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC.
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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2
OR
03/09/2018 - Present
JGP Wealth Management, LLC (Portland OR)
OR
10/26/2001 - 01/22/2018
WELLS FARGO CLEARING SERVICES, LLC (PORTLAND OR)
NY
08/30/1993 - 11/09/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 10/28/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 08/27/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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