RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Catherine Jetta Miller
- Direct business phone
- 503-446-6450reportedjgpwealth.comfirm site, Sep 15, 2026
- Professional profile
- jgpwealth.com/our-team/katie-millerreportedjgpwealth.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.
- Jgp Wealth Management, LLC independent RIA currentsince Jun 26, 2025 · Layton, Ut
- Wealth Enhancement Advisory Services, LLC BD affiliatedApr 14, 2025 to Jun 9, 2025 · Farmington, Ut
- Wealth Enhancement Advisory Services, LLC to Jgp Wealth Management, LLCleft Jun 9, 2025, registered Jun 26, 2025 (17 days) · Affiliated broker-dealer or bank to independent RIA
- Catherine Jetta Miller left Wealth Enhancement Advisory Services, Llc for Jgp Wealth Management, Llc (registered 2025-06-26)Jun 9, 2025 · Advisor changed firm · fact
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
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address