Jgp Wealth Management, LLC

CRD 290694 · Bend, OR · $1.4B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 290694
SEC number: 801-112288
Firm type: RIA
Assets under management: $1.4B as of Feb 3, 2026
Website: www.youtube.com/channel/UCitNMSjt90YWHmtGWgUGONA/about ↗
Phone: 503-446-6450
Address: 2838 Nw Crossing Drive, Bend, OR, 97703

Advisors at this firm

18 in our index · page 1 of 1

Kendra Elizabeth BillerCRD 3233437 · Portland, OR

IA RegisteredRegistration inactive
Michelle BenedictCRD 7353058 · Bend, OR

IA RegisteredRegistration inactive
Andrew James BennisonCRD 7592748 · Portland, OR

IA Registered
William Estep CarmichaelCRD 8030977 · Portland, OR

IA Registered
Ryan Joseph CoffeeCRD 7474424 · Portland, OR

IA Registered
Rowan A ColbyCRD 7323826 · Portland, OR

IA RegisteredRegistration inactive
Joseph Perkins GrossCRD 2322360 · Portland, OR

IA RegisteredRegistration inactive
Sarinah Alyce-Pool GigliottiCRD 6854789 · Portland, OR

IA RegisteredRegistration inactive
Christopher Todd JonesCRD 5589564 · Bend, OR

IA RegisteredRegistration inactive
Shannon Crowder JonesCRD 5491774 · Bend, OR

IA Registered
Katelyn M KalomirisCRD 7082253 · Phoenix, AZ

IA RegisteredRegistration inactive
Catherine Jetta MillerCRD 7044270 · Layton, UT

IA Registered
David Jeff PaustianCRD 2376884 · Portland, OR

IA RegisteredRegistration inactive
William PaustianCRD 6893387 · Portland, OR

IA Registered
Katia Nicole ProchovnicCRD 7510315 · Portland, OR

IA RegisteredRegistration inactive
Kevin Douglas SangerCRD 2794574 · Portland, OR

IA RegisteredRegistration inactive

Disclosure event(s) on record
Chelsea Renae TillyCRD 7126187 · West Valley City, UT

IA RegisteredRegistration inactive
Jefferson Wayne WithnellCRD 6923175 · Bend, OR

IA Registered

Source & corrections

Where this page comes from

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SEC IAPD record for firm CRD 290694 ↗ FINRA BrokerCheck record for firm CRD 290694 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.