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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.

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HeadquartersPortland, United StatesEmployees24(11 to 50)Annual revenue<$1MWebsitejgpwealth.comLinkedIn profileLinkedIn

Verified contacts

23

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LinkedIn employees

24

11 to 50 range

Open roles

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Distinct roles

19

indexed titles

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Monthly traffic

116

organic / mo

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Top roles at Jgp Wealth Management

19 distinct titles indexed · top 10 shown.

  • 2financial planning associate
  • 1advisor
  • 1associate advisor & portfolio management strategist
  • 1ceo
  • 1chief of staff
  • 1client service associate
  • 1client services associate
  • 1coo
  • 1csa
  • 1director of first impressions
  • +9more titles

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