Jgm Wealth Management, LLC

Jgm Wealth Management, LLC (CRD# 168220) is a financial advisory firm headquartered in Greensboro, NC. They manage $225,000 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $45,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Jgm Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Benjamin F. Moats
CRD#: 6522120
2144 Page Road, Suite 104, Durham, NC 27703
89
Wealthminder
score

Benjamin Moats (CRD# 6522120) is an Investment Advisor Representative working at Jgm Wealth Management, LLC in Durham, NC and has over 3 years of experience in the finance industry.

2
John G. Mergner
CRD#: 722770
Greensboro, NC
69
Wealthminder
score

John Mergner (CRD# 722770) is an Investment Advisor Representative working at Jgm Wealth Management, LLC in Greensboro, NC and has over 35 years of experience in the finance industry.

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