Michael Blanchard (CRD# 5477575) is an Investment Advisor Representative working at Jgc Wealth Management, LLC in Salem, OR and has over 16 years of experience in the finance industry. Michael Blanchard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6375005
Edward Jones
CRD# 2113992
Mariner Wealth
CRD# 2795104
True Private Wealth Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Jgc Wealth Management, LLC | Salem, OR | Nov 2012 - Current | 11 |
Johnson, Glaze & Co, Pc | Salem, OR | Jan 2007 - Current | 17 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | May 2008 |
- CA
- OR
-
Total Assets Under Management102MILLIONS
-
Total Number of Accounts508ACCOUNTS
-
Average Account Value$200,991
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, OR
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