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Shannon Crowder Jones

JGP Wealth Management, LLC

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About Shannon Crowder Jones

Shannon Jones is an Investment Advisor Representative associated with JGP Wealth Management, LLC and has been in the industry since 2008. Shannon is licensed in Oregon and has earned the Certified Financial Planner™ and Chartered Financial Analyst designations. Shannon is also a Series 6, 7, 63 and 66 licensed professional.

Firm Information

Shannon Jones 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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Shannon Jones’s Registration & Firm History

OR

01/23/2020 - Present

JGP Wealth Management, LLC (Bend OR)

FL

06/24/2010 - 03/13/2012

FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)

FL

02/18/2008 - 04/01/2008

INTERSECURITIES, INC. (LAKE MARY FL)

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Licenses & Designations

BOTH

Issued 11/09/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/01/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/23/2010

Series 7 - General Securities Representative Examination

BC

Issued 02/15/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shannon Crowder Jones.
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