Advisor at JGP Wealth Management, LLC
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Firm
JGP Wealth Management, LLC
Location
Layton, UT
Credentials
Series 65
Industry experience
< 1 year
Catherine Miller is a financial advisor at JGP Wealth Management, LLC with a Series 65 designation and one year of industry experience. Her prior roles include positions at Wealth Enhancement Advisory Services, Rock House Financial, and The Buckner Company. She also has experience working at Utah State University and in educational roles prior to entering the financial industry. JGP Wealth Management manages approximately $1.2 billion in discretionary assets and offers portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and various business entities. The firm employs a fiduciary-oriented, tailored approach that combines fundamental and technical analysis across multiple investment strategies and asset allocation categories, with a focus on ongoing portfolio monitoring and rebalancing.
Based on JGP Wealth Management, LLC
Based on JGP Wealth Management, LLC
Based on JGP Wealth Management, LLC
Flat fees up to $50,000 for Financial Planning & Consulting services
Hourly fee up to $350 for Financial Planning & Consulting services
Fee-only: Financial Planning & Consulting charged on hourly or flat fee basis; hourly fee up to $350; flat fees up to $50,000; retainer not exceeding $1,200 if services cannot be rendered within 6 months
Layton, UT
Utah
JGP Wealth Management, LLC
2025 - Present (1 year)
WEALTH ENHANCEMENT ADVISORY SERVICES
2025 - 2025 (1 year)
Wealth enhancement group
2024 - 2025 (1 year)
Rock House Financial
2024 - 2024 (1 year)
The Buckner Company
2023 - 2023 (1 year)
Utah State University
2021 - 2024 (3 years)
Tri Utah
2021 - 2024 (3 years)
Church of Jesus Christ of Latter Day saints
2020 - 2021 (1 year)
Utah State University
2019 - 2019 (1 year)
Davis High School
2014 - 2019 (5 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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