JGP Wealth Management, LLC
Firm details
- Headquarters
- Bend, Oregon
- CRD number
- 290694
- Registered since
- January 12, 2018
- Website
- jgpwealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI80.87%
- Individuals12.89%
- Corporations / Businesses5.64%
- State / Municipal Government0.37%
- Charitable Organizations0.23%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
JGP Wealth Management, LLC is an independent, SEC‑registered registered investment advisor that began formal registration in 2018 and is owned by an individual. The firm serves both individuals/families and institutional clients and describes itself as a capital allocator that uses third‑party managers alongside in‑house portfolio work. Core advisory offerings include financial planning, portfolio management for individuals, small businesses and institutions, and selection of other advisers. Its fee arrangements are flexible and include AUM fees, hourly billing and fixed fees. The firm is not identified as an active ESG investor in its filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities48%
- Public Funds/Mutual Funds39%
- Cash & Cash Equivalents6%
- State & Local Bonds4%
- US Government Bonds2%
Owners & executives
2 of 2
David Paustian
CEOCRD 2376884
Kevin Sanger
Chief Operating OfficerCRD 2794574
Contacts
3 of 16
Jefferson Withnell
Financial AdvisorCRD 6923175
Katelyn Pollard
Financial AdvisorCRD 7082253
Shannon Jones
Senior Portfolio ManagerCRD 5491774
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 92Active vs passive
$425M in ETFs
90%
$381M
10%
$44.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $160M | 214,133 | 37.73% |
Location
Bend, OR
Deschutes
Location
Bend, OR
Headquartered in Bend, OR, anchoring the Bend-Prineville, OR metro in the West.
- Metro area
- Bend-Prineville, OR
- Region
- West
- County
- Deschutes
- Address
- 2838 Nw Crossing Dr
- Time zone
- PT (UTC-8)
- Office locations
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