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 registered investment adviser organized as an LLC and registered with the SEC in 2018. The firm serves both individual & family clients and institutional clients and describes itself as a capital allocator that uses third‑party managers alongside internally managed portfolios. Fee arrangements include percentage‑of‑AUM billing as well as hourly and fixed fees. Core advisory services are financial planning, portfolio management for individuals/small businesses and for businesses/institutions, and selection of other advisers. The firm does not identify as an active ESG investor.
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 100Active vs passive
$486M in ETFs
89%
$432M
9%
$54M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $176M | 229,441 | 36.12% |
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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