William Paustian (CRD# 6893387) is an Investment Advisor Representative working at Jgp Wealth Management, LLC in Bend, OR and has 1 year of experience in the finance industry. William Paustian 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# 2405340
Ascent Capital
CRD# 6255154
Axia Wealth Management Inc.
CRD# 4771734
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jgp Wealth Management | Portland, OR | Oct 2020 - Current | 3 |
| Dealpath | San Francisco, CA | Sep 2019 - Oct 2020 | 1 |
| Nulia | Eugene, OR | Oct 2018 - Sep 2019 | < 1 |
| University Of Oregon | Eugene, OR | Oct 2015 - Jun 2019 | 3 |
| Wells Fargo Advisors | St. Louis, MO | Jun 2018 - Aug 2018 | < 1 |
| Nike | London, | Jul 2017 - Aug 2017 | < 1 |
| University Of Oregon Clark Honors College | Eugene, OR | Sep 2011 - Sep 2015 | 4 |
- OR
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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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