Advisor at JGP Wealth Management, LLC
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Firm
JGP Wealth Management, LLC
Location
Phoenix, AZ
Credentials
CFP®, Series 66
Industry experience
6 years
Katelyn Kalomiris is a CFP® and holds a Series 66 license with five years of industry experience. She currently works at JGP Wealth Management, LLC and has prior experience at Baird and Artisan Partners. Before entering the financial industry, she was involved with HiFi Kitchen & Cocktails. JGP Wealth Management oversees approximately $1.2 billion in discretionary assets and offers portfolio management, financial planning, consulting, and third-party manager referrals. The firm serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities, employing a fiduciary-oriented process that integrates fundamental and technical analysis across multiple investment strategies and asset allocations.
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
Phoenix, AZ
Arizona
JGP Wealth Management, LLC
2024 - Present (2 years)
Baird
2019 - 2024 (5 years)
Artisan Partners
2017 - 2019 (2 years)
HiFi Kitchen & Cocktails
2015 - 2016 (1 year)
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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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