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JGP Wealth Management, LLC

Updated today

Total assets under management

$1,431,772,908

Total clients

771

49% high-net worth

Total advisors

18

of 23 employees

Firm size

Multi Team

Average clients per advisor

43

Average account size

$1,857,034

About

JGP Wealth Management provides investment advisory and planning services to a mix of individual and institutional clients, including high net worth individuals, trusts, pension and profit-sharing plans, corporations, and state and municipal government entities. Services described in the brochure include comprehensive portfolio management, standalone financial planning and consulting, referrals to third-party money managers, and planning work that can encompass investment, retirement, estate, charitable, corporate and personal tax planning, as well as cost segregation and corporate-structure analysis.

The firm combines five named investment strategies—Current Income, Dividend Growth, Focused Growth, Satellite, and Fixed Income—into six asset-allocation/risk categories ranging from Asset Preservation to Aggressive Growth, and uses both fundamental and technical analysis in security selection. Portfolios are actively monitored and rebalanced, may include individual equities, ETFs, mutual funds, options and municipal, corporate and government bonds, and the firm conducts due diligence and ongoing reviews when clients are placed with third-party managers.

Noteworthy for a multi-team advisor of its scale (roughly $1.43 billion in discretionary AUM, 18 advisors and about 771 clients), the firm’s client mix explicitly includes state and municipal government entities and it incorporates municipal debt securities within its Fixed Income strategy—an uncommon client focus among peers. The combination of public-entity clients, specialized corporate and tax-related planning offerings, and a multi-strategy investment framework differentiates its service set from many other multi-team advisory firms.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Equity compensation tax strategy Charitable giving tax strategies Active portfolio management

Occupation focus

Founder/Business Owner Executive

Demographic focus

Mid-Career Professionals Approaching retirement

Fee options

Fixed

Flat fees up to $50,000 for Financial Planning & Consulting services

Project-based

Hourly fee up to $350 for Financial Planning & Consulting services

Other

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

Main office location

JGP Wealth Management, LLC

2838 Nw Crossing Drive, Suite 212

Bend OR 97703, United States

Number of offices

2

Most active in

Arizona · California · Colorado · Florida · Georgia · Idaho · Illinois · Nevada · Oregon · Texas · Utah · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Joseph G

Series 63, Series 65

Tucson, AZ

JGP Wealth Management, LLC

Equity compensation tax strategy Charitable giving tax strategies Active portfolio management Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
user avatar

Kendra B

Series 63, Series 66

Portland, OR

JGP Wealth Management, LLC

Equity compensation tax strategy Charitable giving tax strategies Active portfolio management Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
user avatar

Andrew B

Series 65

Portland, OR

JGP Wealth Management, LLC

Equity compensation tax strategy Charitable giving tax strategies Active portfolio management Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
user avatar

Catherine M

Series 65

Layton, UT

JGP Wealth Management, LLC

Equity compensation tax strategy Charitable giving tax strategies Active portfolio management Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
user avatar

William C

CFP®, Series 65

Portland, OR

JGP Wealth Management, LLC

Equity compensation tax strategy Charitable giving tax strategies Active portfolio management Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
user avatar

Christopher J

CFP®, Series 63, Series 65

Bend, OR

JGP Wealth Management, LLC

Equity compensation tax strategy Charitable giving tax strategies Active portfolio management Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
user avatar

Chelsea T

Series 63, Series 65

West Valley City, UT

JGP Wealth Management, LLC

Equity compensation tax strategy Charitable giving tax strategies Active portfolio management Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
user avatar

Sarinah G

CFP®

Portland, OR

JGP Wealth Management, LLC

Equity compensation tax strategy Charitable giving tax strategies Active portfolio management Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
user avatar

Rowan C

Series 66

Portland, OR

JGP Wealth Management, LLC

Equity compensation tax strategy Charitable giving tax strategies Active portfolio management Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
user avatar

Jefferson W

CFP®, Series 65

Bend, OR

JGP Wealth Management, LLC

Equity compensation tax strategy Charitable giving tax strategies Active portfolio management Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
user avatar

Katelyn K

CFP®, Series 66

Phoenix, AZ

JGP Wealth Management, LLC

Equity compensation tax strategy Charitable giving tax strategies Active portfolio management Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
user avatar

Michelle B

Series 63, Series 66

Bend, OR

JGP Wealth Management, LLC

Equity compensation tax strategy Charitable giving tax strategies Active portfolio management Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
user avatar

Ryan C

CFP®

Portland, OR

JGP Wealth Management, LLC

Equity compensation tax strategy Charitable giving tax strategies Active portfolio management Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
user avatar

Kevin S

Series 63, Series 65

Portland, OR

JGP Wealth Management, LLC

Equity compensation tax strategy Charitable giving tax strategies Active portfolio management Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
user avatar

David P

Series 63, Series 65

Portland, OR

JGP Wealth Management, LLC

Equity compensation tax strategy Charitable giving tax strategies Active portfolio management Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
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