RIA Intelligence

Professional profile

jgpwealth.com/our-team/kendra-billerreportedjgpwealth.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

• J•• W••••• M••••••••• L•• independent RIA current
  since Dec 11, 2025 · Portland, Or
• W•••• F•••• A••••••• wirehouse
  Dec 16, 2015 to Jan 24, 2018 · Portland, Or
• C•••• H••• P•••••••• L•• former
  Mar 5, 2014 to Oct 22, 2015 · Portland, Or
• M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
  May 23, 2003 to Mar 4, 2014 · Portland, Or

• W•••• F•••• A••••••• to J•• W••••• M••••••••• L••
  left Jan 24, 2018, registered Dec 11, 2025 (2878 days) · Wirehouse to independent RIA · moved with a team
• C•••• H••• P•••••••• L•• to W•••• F•••• A•••••••
  left Oct 22, 2015, registered Dec 16, 2015 (55 days) · Other
• M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to C•••• H••• P•••••••• L••
  left Mar 4, 2014, registered Mar 5, 2014 (1 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Independent wealth managerderived

Years in industry

26derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address