Jgp Wealth Management, LLC

Jgp Wealth Management, LLC (CRD# 290694) is a financial advisory firm headquartered in Bend, OR. They manage $1,078,423,597 in 2,682 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
2838 Nw Crossing Drive, Suite 213, Bend, OR 97703
https://www.linkedin.com/in/kendra-biller-22563ba6
By the Numbers
  • Total Assets Under Management
    1,078
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Jgp Wealth Management, LLC
Showing 1 - 10 of 10 top financial advisors.
1
Kendra Biller, financial advisor Portland OR
Kendra E. Biller
CRD#: 3233437
Portland, OR

Kendra Biller (CRD# 3233437) is an Investment Advisor Representative working at Jgp Wealth Management, LLC in Portland, OR and has over 24 years of experience in the finance industry.

2
Joseph Gross, financial advisor Portland OR
Joseph P. Gross
CRD#: 2322360
14115 Nw Charlton Rd., Portland, OR 97231

Joseph Gross (CRD# 2322360) is an Investment Advisor Representative working at Jgp Wealth Management, LLC in Portland, OR and has over 31 years of experience in the finance industry.

3
David Paustian, financial advisor Portland OR
David J. Paustian
CRD#: 2376884
14115 Nw Charlton Rd., Portland, OR 97231

David Paustian (CRD# 2376884) is an Investment Advisor Representative working at Jgp Wealth Management, LLC in Portland, OR and has over 30 years of experience in the finance industry.

4
Kevin Sanger, financial advisor Bend OR
Kevin D. Sanger
CRD#: 2794574
2838 Nw Crossing Drive, Suite 213, Bend, OR 97703

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.

5
Salle Smith, financial advisor Portland OR
Salle M. Smith
CRD#: 2574729
760 Sw 9th Avenue, Suite 2350, Portland, OR 97205

Salle Smith (CRD# 2574729) is an Investment Advisor Representative working at Jgp Wealth Management, LLC in Portland, OR and has over 29 years of experience in the finance industry.

6
Jefferson Withnell, financial advisor Bend OR
Jefferson W. Withnell
CRD#: 6923175
2838 Nw Crossing Drive, Suite 213, Bend, OR 97703

Jefferson Withnell (CRD# 6923175) is an Investment Advisor Representative working at Jgp Wealth Management, LLC in Bend, OR and has over 5 years of experience in the finance industry.

7
Andrew Bennison, financial advisor Bend OR
Andrew J. Bennison
CRD#: 7592748
2838 Nw Crossing Drive, Suite 213, Bend, OR 97703

Andrew Bennison (CRD# 7592748) is an Investment Advisor Representative working at Jgp Wealth Management, LLC in Bend, OR and has 1 year of experience in the finance industry.

8
Ryan Coffee, financial advisor Bend OR
Ryan J. Coffee
CRD#: 7474424
2838 Nw Crossing Drive, Suite 213, Bend, OR 97703

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.

9
Shannon Jones, financial advisor Bend OR
Shannon C. Jones
CRD#: 5491774
2838 Nw Crossing Dr, Suite 212, Bend, OR 97703

Shannon Jones (CRD# 5491774) is an Investment Advisor Representative working at Jgp Wealth Management, LLC in Bend, OR and has over 13 years of experience in the finance industry.

10
William Paustian, financial advisor Bend OR
William Paustian
CRD#: 6893387
2838 Nw Crossing Drive, Suite 213, Bend, OR 97703

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.

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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