JGP Wealth Management

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 Insurance
Monetary 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 Contact
Emma Priser Chief of Staff at Jgp Wealth Management
Email Phone
Karen Detrick Comfort
Email Phone
Ryan Coffee, Cfp® Senior Financial Planner at Jgp Wealth
Email Phone
Joe Gross First Vice President, Senior Financial
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 Email 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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