Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Sanger is an Investment Advisor Representative who is registered with JGP Wealth Management, LLC. Kevin is registered with the state of Texas and has his Series 63, Series 65, and Series 7 licenses. Kevin has been in the financial industry since 1996. Kevin's previous experience includes working with Wells Fargo Clearing Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
1
2
OR
03/08/2018 - Present
JGP Wealth Management, LLC (BEND OR)
OR
10/26/2001 - 01/24/2018
WELLS FARGO CLEARING SERVICES, LLC (PORTLAND OR)
NY
09/17/1996 - 04/01/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/11/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/19/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 09/16/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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