Invested Better
Unclaimed

Unclaimed

Unclaimed

Sarinah Alyce-pool Gigliotti

JGP Wealth Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Sarinah? Claim Your Profile

About Sarinah Alyce-pool Gigliotti

Sarinah Alyce-pool Gigliotti is a Certified Financial Planner® professional who has been working in the financial services industry since 2018. Sarinah is currently registered with JGP Wealth Management, LLC in Bend, Oregon. Prior to joining JGP Wealth Management, LLC, Sarinah was a financial advisor at LPL Financial LLC in San Diego, California. Sarinah specializes in financial planning, portfolio management for businesses and individuals, and selection of other advisors.

Firm Information

Sarinah Gigliotti 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Sarinah Gigliotti’s Registration & Firm History

OR

08/19/2024 - Present

JGP Wealth Management, LLC (BEND OR)

CA

08/05/2020 - 04/30/2021

LPL FINANCIAL LLC (SAN DIEGO CA)

Not sure if Sarinah Alyce-pool Gigliotti is right for you?

Licenses & Designations

BC

Issued 08/05/2020

Series 7TO - General Securities Representative Examination

BC

Issued 08/01/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sarinah Alyce-pool Gigliotti.
Not sure if Sarinah Alyce-pool Gigliotti is right for you?