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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 | Mar 8, 2018 | n/a | yes | Portland, OR | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Mar 6, 2003 | Jan 24, 2018 | no | SISTERS, OR|PORTLAND, OR|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 | Mar 8, 2018 | 43 | Firm change | Wirehouse to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:290694:OR:2018-01-22 | Jan 24, 2018 | Mar 8, 2018 | PORTLAND, OR | Firm change |