Jgc Wealth Management, LLC

Jgc Wealth Management, LLC (CRD# 165770) is a financial advisory firm headquartered in Salem, OR. They manage $102,103,468 in 508 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2035 Madrona Ave Se, Ste 100, Salem, OR 97302
http://www.jgcwealth.com
By the Numbers
  • Total Assets Under Management
    102
    MILLION
  • Total Number of Accounts
    508
    ACCOUNTS
  • Average Account Value
    $200,991
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, OR

Financial Advisors at Jgc Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Michael Blanchard, financial advisor Salem OR
Michael A. Blanchard
CRD#: 5477575
2035 Madrona Ave Se, Ste 100, Salem, OR 97302

Michael Blanchard (CRD# 5477575) is an Investment Advisor Representative working at Jgc Wealth Management, LLC in Salem, OR and has over 15 years of experience in the finance industry.

2
Paul Cramer, financial advisor Salem OR
Paul B. Cramer
CRD#: 4700593
2035 Madrona Ave Se, Ste 100, Salem, OR 97302

Paul Cramer (CRD# 4700593) is an Investment Advisor Representative working at Jgc Wealth Management, LLC in Salem, OR and has over 20 years of experience in the finance industry.

3
Katie Fallin, financial advisor Salem OR
Katie M. Fallin
CRD#: 6838242
2035 Madrona Ave Se, Ste 100, Salem, OR 97302

Katie Fallin (CRD# 6838242) is an Investment Advisor Representative working at Jgc Wealth Management, LLC in Salem, OR and has over 5 years of experience in the finance industry.

4
Michelle Wilson, financial advisor Salem OR
Michelle I. Wilson
CRD#: 5685110
2035 Madrona Ave Se, Ste 100, Salem, OR 97302

Michelle Wilson (CRD# 5685110) is an Investment Advisor Representative working at Jgc Wealth Management, LLC in Salem, OR and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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