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Katelyn M Pollard

JGP Wealth Management, LLC

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About Katelyn M Pollard

Katelyn Pollard is a financial advisor who is currently registered with JGP Wealth Management, LLC, based in Bend, Oregon. Katelyn has been in the industry since 2019 and is a Certified Financial Planner. Previously, Katelyn worked with Robert W. Baird & Co. Incorporated in Scottsdale, Arizona. Katelyn is dedicated to providing financial planning and portfolio management services to a variety of clients, including individuals, high-net-worth individuals, and businesses. Katelyn's specialties include financial planning, selection of other advisors, and portfolio management for businesses and individuals.

Firm Information

Katelyn Pollard is currently registered with JGP Wealth Management, LLC. 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.

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Katelyn Pollard’s Registration & Firm History

AZ

08/20/2024 - Present

JGP Wealth Management, LLC (Phoenix AZ)

AZ

11/13/2019 - 04/04/2024

ROBERT W. BAIRD & CO. INCORPORATED (SCOTTSDALE AZ)

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Licenses & Designations

BOTH

Issued 12/30/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/13/2019

Series 7TO - General Securities Representative Examination

BC

Issued 05/23/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Katelyn M Pollard.
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