JGP Wealth Management
Financial Services
Portland, Or, United States
25 employees
- Employees
- 25
- Contacts
- 4
- Emails
- 4
- Phones
- 4
JGP Wealth Management Overview
- Headquarters
- Portland, Or, United States
- Phone Number
- Available in AeroLeads
- Website
- jgpwealth.com
- Industry
- Financial Services
- Employees
- 25
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About JGP Wealth Management
We coordinate and manage your financial affairs so you can focus on what’s most important to you. Every sound decision is rooted in confidence, whether advancing a career, making lifestyle choices, or managing wealth. At JGP Wealth Management, we know that confidence is key and we make it the core principal in our mission: to passionately deliver confidence for every one of our clients. We achieve this through open communication, a precise process, and exceptionally experienced team to deliver the highest quality and most client-centric wealth management plan attainable. JGP's sole focus is the success of our clients - every action we take is made with the highest ethical standards, exclusively for the benefit of our clients. We do not serve a parent company, make decisions influenced by advisor incentives, or rely on pre-packaged solutions. We back this commitment with a foundation built on dependability, integrity, accountability, confidence, and a simple zest for what we do. To learn more, visit https://jgpwealth.com. -- JGP Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where JGP Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by JGP Wealth Management, LLC unless a client service agreement is in place.
JGP Wealth Management Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 4
- 100.0% coverage
JGP Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Emma Priser | Chief of Staff at Jgp Wealth Management | Portland, Oregon Metropolitan Area, United States |
Email
Phone
|
| Karen Detrick Comfort | Portland, Oregon, United States |
Email
Phone
|
|
| Ryan Coffee, Cfp® | Senior Financial Planner at Jgp Wealth | Portland, Oregon, United States |
Email
Phone
|
| Joe Gross | First Vice President, Senior Financial | Portland, Oregon, United States |
Email
Phone
|
Employees by Management Level
Executive
3 profiles
Senior / Lead
3 profiles
Individual contributor
2 profiles
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 3 | 3 | 2 |
| Sales | 3 | 3 | 1 |
| Operations | 1 | 1 | 1 |
| Executive | 1 | 1 | 1 |
| General | 1 | 1 | 0 |
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