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JGP WEALTH MANAGEMENT, LLC

BEND, OR · CRD 290694 · IAPD ↗ · 503-446-6450

$1.43BRegulatory AUM
13Advisory reps
23Employees
0Clients
0Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
March 2026 — JGP WEALTH MANAGEMENT, LLC notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2025 — JGP WEALTH MANAGEMENT, LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
July 2024 — JGP WEALTH MANAGEMENT, LLC notice-filed in UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
March 2024 — JGP WEALTH MANAGEMENT, LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
March 2024 — JGP WEALTH MANAGEMENT, LLC grew from 9 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
March 2024 — JGP WEALTH MANAGEMENT, LLC crossed $1B in regulatory AUM ($888.9M -> $1.08B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.