Jgp Wealth Management, LLC is a large advisory firm based in Portland. It manages $511.84 million of regulatory assets for 1,483 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Arizona, California, Colorado, and 4 other states.
Jgp Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Jgp Wealth Management, LLC is $511.84 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Jgp Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and state or municipal government entities. The largest group of clients of Jgp Wealth Management is high net worth individuals with 247 clients and $453.25 million of assets under management. Among the 5 most similar advisory firms, Jgp Wealth Management has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $511.84 million for 432 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Jgp Wealth Management doesn't advise any private funds.
The company employs 11 people that are either part- or full-time employees. 64 percent of the employees work as investment advisers or researchers. 7 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
The principal office where Jgp Wealth Management, LLC performs its advisory services is located at 760 Sw 9 Th Avenue, Suite 2350, Portland, OR 97205, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 503-446-6450. The normal business hours are 6am-4pm on Monday - Friday.