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Advisor at JGP WEALTH MANAGEMENT, LLC
Portland, OR
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| JGP WEALTH MANAGEMENT, LLC | Independent wealth | Dec 11, 2025 | n/a | yes | Portland, OR | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Dec 16, 2015 | Jan 24, 2018 | no | PORTLAND, OR | Previous registration |
| CABLE HILL PARTNERS, LLC | Former SEC adviser | Mar 5, 2014 | Oct 22, 2015 | no | PORTLAND, OR | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | May 23, 2003 | Mar 4, 2014 | no | PORTLAND, OR|PORTLAND, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | JGP WEALTH MANAGEMENT, LLC | Jan 24, 2018 | Dec 11, 2025 | 2,878 | Firm change after gap | Wirehouse to RIA |
| CABLE HILL PARTNERS, LLC | WELLS FARGO ADVISORS | Oct 22, 2015 | Dec 16, 2015 | 55 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | CABLE HILL PARTNERS, LLC | Mar 4, 2014 | Mar 5, 2014 | 1 | Firm change | Wirehouse to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:290694:OR:2018-01-22 | Jan 24, 2018 | Dec 11, 2025 | PORTLAND, OR | Firm change after gap |