What departments does JGP Wealth Management have?

JGP Wealth Management has employees across 4 departments including Operations, Finance, Administrative, Customer Success.

What is the largest department at JGP Wealth Management?

The largest department at JGP Wealth Management is Finance with 9 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
35

United States Of America
35

South America
1

Brazil
1

JGP Wealth Management's Leadership

J. P.
Ceo And Co-Founder
Mobile Phone
Email
D. P.
Chief Executive Officer
Mobile Phone
Email
K. S.
Coo
Mobile Phone
Email
E. P.
Chief Of Staff
Mobile Phone
Email
J. G.
First Vice President, Senior Financial Advisor
Mobile Phone
Email
J. G.
Managing Director- Investments
Mobile Phone
Email
S. J.
Senior Portfolio Manager
Mobile Phone
Email
K. D.
Business Operations Lead
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 Info

Location

Last Update

S. G.
Financial Planning Associate
Mobile Phone
Email
United StatesOregon
Jun 08, 2026
K. M.
Client Service Associate
Mobile Phone
Email
Jun 28, 2026
K. M. B.
Financial Advisor
Mobile Phone
Email
United StatesArkansas
Jun 08, 2026
H. W.
Financial Advisor
Mobile Phone
Email
Oct 17, 2024
J. C.
Customer Service Assistant
Mobile Phone
Email
Oct 23, 2024
K. W.
Executive Correspondence Officer
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
S. P.
Client Service Associate
Mobile Phone
Email
Oct 21, 2024
W. P.
Associate Advisor
Mobile Phone
Email
Jun 08, 2026
J. W.
Financial Advisor & Reinsurance Lead, Cpa & Cfp®
Mobile Phone
Email
United StatesOregon
Jun 28, 2026
N. H.
Productivity & Scheduling Lead
Mobile Phone
Email
United StatesOregon
Jun 28, 2026

Frequently Asked Questions

What is JGP Wealth Management known for?

JGP Wealth Management operates in the Financial Services industry. The company's main headquarters is located in 760 Southwest Ninth Avenue Portland, Oregon 97205 United States. 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 26 employees as of June 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 June 2026, JGP Wealth Management's key employees include:

Ceo And Co-Founder: J. P.
Chief Executive Officer: D. P.
Coo: K. S.
Chief Of Staff: E. P.
First Vice President, Senior Financial Advisor: J. G.

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JGP Wealth Management Employee Directory

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