Andrew Bennison (CRD# 7592748) is an Investment Advisor Representative working at Jgp Wealth Management, LLC in Bend, OR and has 1 year of experience in the finance industry.
CRD# 2405340
Ascent Capital
CRD# 6255154
Axia Wealth Management Inc.
CRD# 4771734
Raymond James & Associates, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Jgp Wealth Management, LLC | Portland, OR | Jun 2021 - Current | 2 |
The Greenbrier Companies | Lake Oswego, PA | May 2019 - Jun 2021 | 2 |
Pennsylvania State University | State College, PA | Sep 2017 - Jun 2021 | 3 |
Indian Creek Golf Course | Hood River, OR | Jun 2020 - Jan 2021 | < 1 |
Shubin Law | State College, PA | Dec 2018 - Aug 2019 | < 1 |
Penn State Law | University Park, PA | May 2018 - Sep 2018 | < 1 |
Portland Running Company | Beaverton, OR | Feb 2016 - Aug 2017 | 1 |
Syracuse University | Syracuse, NY | Jun 2011 - Nov 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
- OR
-
Total Assets Under Management1,078MILLIONS
-
Total Number of Accounts2,682ACCOUNTS
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Average Account Value$402,097
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, ID, IL, OR, TX, WA
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