DFX Intelligence

J•• T•• • W••••• M•••••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

J•• T•• • W••••• M•••••••••

JGC WEALTH MANAGEMENT, LLC, CRD 165770

SALEM, OR

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Search this name across graphsid dfx:ria:ea6e797c-3d38-3855-f886-658245569be8

Data as of Mar 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 4
On other graphs: 0
Observed: Nov 27, 2024 to Mar 17, 2026
5 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.83 fund_share=0.0 institutional_share=0.17 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $132M••• Locked
Discretionary RAUM: $109M
Private client RAUM: $109Mderived••• Locked
Private client share: 83%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $44.0Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
M•••••• A••••• B••••••••	Certified Financial Planner	SALEM, OR	13	19	1	no
K•••• M•••• F•••••	n/a	SALEM, OR	7	11

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••••••• M••••••• A•••••	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	yes	02/2019	Nov 27, 2024	Nov 27, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
J•••••• G•••• • C••	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 17, 2026

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$132M	$109M	21.3%	n/a	n/a	3	3	0	0

Relationships

Registered with (6)

← P••• B•••• C•••••Advisorregistration: current employment
Jan 18, 2022 to presentfactForm ADV
← K•••• M•••• F•••••Advisorregistration: current employment
Mar 6, 2019 to presentfactForm ADV
← M•••••• A••••• B••••••••Advisorregistration: current employment
Nov 14, 2012 to presentfactForm ADV
← M••••••• I• W•••••

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Nov 27, 2024
First Form ADV filing
••• Locked
Form ADVobserved 8 days ago
Occurred
Oct 19, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jul 14, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Show 1 bookkeeping events

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ea6e797c-3d38-3855-f886-658245569be8
First observed: Nov 27, 2024
Last observed: Mar 17, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.