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Salle May Smith

JGP Wealth Management, LLC

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About Salle May Smith

Salle Smith is a financial advisor with over 20 years of experience in the industry. Salle has held various roles at firms like Morgan Stanley and American Express Financial Advisors Inc. Currently, Salle is registered with JGP Wealth Management, LLC in Portland, Oregon and is a Registered Representative. Salle focuses on providing financial planning and portfolio management services to individuals, businesses, and charitable organizations.

Firm Information

Salle Smith 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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Salle Smith’s Registration & Firm History

OR

01/01/2025 - Present

JGP Wealth Management, LLC (Portland OR)

OR

06/01/2009 - 08/06/2018

MORGAN STANLEY (PORTLAND OR)

OR

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (PORTLAND OR)

OR

02/19/1999 - 04/02/2007

MORGAN STANLEY DW INC. (PORTLAND OR)

MN

04/05/1995 - 02/22/1999

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

04/05/1995 - 02/22/1999

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 01/25/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/25/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/06/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/16/2008

Series 31 - Futures Managed Funds Examination

BC

Issued 04/04/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Salle May Smith.
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