Wealth Manager
    SEC Registered
    Manages Private Funds

    Jgp Wealth Management, LLC

    Registered investment advisor · Bend, Oregon · CRD #290694

    Assets Under Management
    $1.4B
    Client Accounts
    3,335
    Employees
    23
    CRD Number
    290694
    Registration
    SEC Registered
    Custodian
    Fidelity Brokerage Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Jgp Wealth Management, LLC

    JGP Wealth Management, LLC is a prominent investment advisory firm based in Bend, Oregon, managing $1.4 billion in assets with 17 advisors serving 3,335 clients.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Jgp Wealth Management, LLC

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    Frequently Asked Questions

    What is Jgp Wealth Management, LLC's AUM?

    Jgp Wealth Management, LLC reports approximately $1.4B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Jgp Wealth Management, LLC headquartered?

    Jgp Wealth Management, LLC is headquartered in Bend, Oregon.

    What is Jgp Wealth Management, LLC's CRD number?

    Jgp Wealth Management, LLC's CRD number is 290694. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Jgp Wealth Management, LLC manage?

    Jgp Wealth Management, LLC manages approximately 3,335 client accounts according to its latest SEC filing.

    Is Jgp Wealth Management, LLC SEC registered?

    Yes, Jgp Wealth Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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