What departments does JGP Wealth Management have?

JGP Wealth Management has employees across 3 departments including Entrepreneurship, Administrative, Banking.

What is the largest department at JGP Wealth Management?

The largest department at JGP Wealth Management is Entrepreneurship with 1 employees.

Where are JGP Wealth Management employees located globally?

JGP Wealth Management has employees across 2 continents and 2 countries including United States Of America, Brazil.

How has JGP Wealth Management's team size changed over time?

JGP Wealth Management's team has grown from approximately 16 to 17 employees based on available data.

JGP Wealth Management Employee Directory

Financial ServicesOregon, United States11-50 Employees

JGP Wealth Management is a financial services firm based in Portland, Oregon, that focuses on coordinating and managing clients’ financial affairs to support their personal and professional goals. The firm emphasizes a client-centric approach rooted in dependable, ethical service, aiming to deliver confidence through clear communication, a structured process, and a highly experienced team. Its services are offered as independent advisory support, with a commitment to acting in clients’ best interests and avoiding conflicts tied to parent company influence or off-the-shelf solutions. JGP Wealth Management operates as a registered investment adviser and serves individual clients and prospective clients who seek personalized wealth management guidance. A recent development noted in public records includes the firm acquiring stakes in specific assets, reflecting its ongoing investment activity within the wealth management landscape.

JGP Wealth Management Global Highlights

North America
33

United States Of America
33

South America
1

Brazil
1

JGP Wealth Management's Leadership

D. P.
Chief Executive Officer
Mobile Phone
Email
S. W.
Client Concierge & Front Office Manager
Mobile Phone
Email
K. M.
Client Service Associate
Mobile Phone
Email
H. W.
Financial Advisor
Mobile Phone
Email
S. P.
Client Service Associate
Mobile Phone
Email
W. P.
Associate Advisor
Mobile Phone
Email

JGP Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Consultant
Human Resources
Program & Project Management
Accounting
Other
Business
Sales

Contact profiles from JGP Wealth Management

Name

Title

Contact

Location

Last Update

D. P.
Chief Executive Officer
Mobile Phone
Email
Oct 24, 2024
S. W.
Client Concierge & Front Office Manager
Mobile Phone
Email
Jun 19, 2024
K. M.
Client Service Associate
Mobile Phone
Email
Jun 28, 2026
H. W.
Financial Advisor
Mobile Phone
Email
Oct 17, 2024
S. P.
Client Service Associate
Mobile Phone
Email
Oct 21, 2024
W. P.
Associate Advisor
Mobile Phone
Email
Jun 08, 2026

Frequently Asked Questions

What is JGP Wealth Management known for?

JGP Wealth Management operates in the Financial Services industry. Explore JGP Wealth Management's company overview page for more information.

What is JGP Wealth Management's most common email format?

JGP Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more JGP Wealth Management email formats with LeadIQ.

How many employees does JGP Wealth Management have currently?

JGP Wealth Management has approximately 25 employees as of August 2026. These team members are located across 2 continents, including North AmericaSouth America.

Who are JGP Wealth Management's key employees and leadership?

As of August 2026, JGP Wealth Management's key employees include:

Chief Executive Officer: D. P.
Client Concierge & Front Office Manager: S. W.
Client Service Associate: K. M.
Financial Advisor: H. W.
Client Service Associate: S. P.

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JGP Wealth Management Employee Directory

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