Kevin Sanger (CRD# 2794574) is an Investment Advisor Representative working at Jgp Wealth Management, LLC in Bend, OR and has over 27 years 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 | Jan 2018 - Current | 6 |
| Wells Fargo Clearing Services, LLC | Portland, OR | Nov 2016 - Jan 2018 | 1 |
| Wells Fargo Advisors LLC | Portland, OR | May 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1996 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1996 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- OR
- TX
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Total Assets Under Management1,078MILLIONS
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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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