Ryan Coffee, financial advisor Bend OR

Ryan Coffee

CRD Number: 7474424
Current Firm: Jgp Wealth Management, LLC

Ryan Coffee (CRD# 7474424) is an Investment Advisor Representative working at Jgp Wealth Management, LLC in Bend, OR and has 1 year of experience in the finance industry. Ryan Coffee 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.

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Professional Designations
Company Name Location Dates Years
Jgp Wealth Management, LLC Portland, OR Mar 2019 - Current 5
Student Oxford, OH Sep 2010 - Feb 2019 8
Opus Agency Beaverton, OR Feb 2017 - Aug 2018 1
Nchannel Columbus, OH Jan 2015 - Jan 2017 2

Ryan Coffee has no recent exams reported.
Contact Info for Ryan J. Coffee
Phone Number: 503-446-6450
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    1,078
    MILLIONS
  • Total Number of Accounts
    2,682
    ACCOUNTS
  • Average Account Value
    $402,097
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AZ, CA, CO, FL, ID, IL, OR, TX, WA

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