JGP WEALTH MANAGEMENT, LLC
Tel: 503-446-6450 2838 Nw Crossing Drive Suite 213 Bend, Oregon 97703
About JGP WEALTH MANAGEMENT, LLC
JGP WEALTH MANAGEMENT, LLC is a Bend, Oregon based financial advisory firm with nearly $1,078,423,597 in assets under management and provides investment advisory services for 2682 clients. There are currently 18 financial advisors at the firm.
General Information
Firm CRD#:
290694
Firm SEC#:
801-112288
Assets Under Management:
$1,078,423,597
No. of Clients:
2682
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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