DFX Intelligence

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.

SEC-registered adviser

Jgc Tax & Wealth Management

Independent wealth managerSalem, OregonCRD 165770SEC 801-131726websiteIAPD
Legal name Jgc Wealth Management, LLC
Latest filing Mar 17, 2026
First filing on the tape Nov 27, 2024 · 5 filings
SEC status approved since Jan 7, 2025
RAUM
$132M
reported, Item 5.F
Discretionary
83%
of RAUM
Private clients
83%
$109M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$44.0M
derived; firm RAUM over IAPD count
Employees
3
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$132M as of Mar 17, 2026
Mar 26, 2025$109M then
HNW client RAUM$73.2M as of Mar 17, 2026
Mar 26, 2025$47.5M then
State-registered IARs (5.B.3)3 as of Mar 17, 2026
Mar 26, 20253 then
Employees (5.A)3 as of Mar 17, 2026
Mar 26, 20253 then
Private funds: no history
RAUM +21% over the last fiscal yearIARs 3 to 3
Practice profile
derived from the filing of Mar 17, 2026; every figure names its basis
Archetypes, each a printed rule
  • HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
  • Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
RAUM per advisor
$44.0MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
60derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$2.2MderivedHNW RAUM over HNW clients
Average account
$266,728derivedRAUM over accounts (5.F.2.f)
Discretionary
83%derivedof RAUM
Institutional
17%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.0derivedItem 5.A over advisors
Advisors per office
3.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
+21%derivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
-7.7%derived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
Custody
$39.9M, 87 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$73.2M55%
  • Individuals$36.2M27%
  • Pension and profit-sharing plans$22.4M17%
  • Charitable organizations$352,2390.3%
Individual clients
147reported
HNW clients
34reported
Pension plan clients
21reported
Charitable clients
n/areported
Accounts
495reported
Financial planning clients
101-250reported
Wrap fee programs
noreported
Custody of client assets
$39.9M for 87 clientsreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
private_client_share=0.83 fund_share=0.0 institutional_share=0.17 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Michael Andrew BlanchardCertified Financial PlannerSalem, OrNov 14, 201219 y1
Katie Marie FallinSalem, OrMar 6, 201911 y0
Paul Bryan CramerSalem, OrJan 18, 202226 y1
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Andrew Michael Blanchard · Managing Member, Chief Compliance Officercontrol
    since 02/2019 · owns 75% or more
Related persons
Schedule D 7.A
  • Johnson Glaze & Co.
    insuranceLP sponsorn
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Salem, Or · principal300
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
  • Accounts · 498 to 495
    Jan 20, 2026 to Mar 17, 2026
  • HNW clients · 25 to 34
    Jan 20, 2026 to Mar 17, 2026
  • Individual clients · 171 to 147
    Jan 20, 2026 to Mar 17, 2026
  • Pension plan clients · 19 to 21
    Jan 20, 2026 to Mar 17, 2026
  • Assets in custody · $15.7M to $39.9M
    Jan 20, 2026 to Mar 17, 2026
  • Discretionary RAUM · $90.2M to $109M
    Jan 20, 2026 to Mar 17, 2026
  • HNW RAUM · $47.5M to $73.2M
    Jan 20, 2026 to Mar 17, 2026
  • Individual RAUM · $43.3M to $36.2M
    Jan 20, 2026 to Mar 17, 2026
  • Non-discretionary RAUM · $18.7M to $23.0M
    Jan 20, 2026 to Mar 17, 2026
  • Pension RAUM · $17.7M to $22.4M
    Jan 20, 2026 to Mar 17, 2026
  • RAUM · $109M to $132M
    Jan 20, 2026 to Mar 17, 2026
  • Accounts · 484 to 498
    Nov 27, 2024 to Mar 26, 2025
  • Business name · JGC WEALTH MANAGEMENT, LLC to JGC TAX & WEALTH MANAGEMENT
    Nov 27, 2024 to Mar 26, 2025
  • HNW clients · 27 to 25
    Nov 27, 2024 to Mar 26, 2025
  • Individual clients · 161 to 171
    Nov 27, 2024 to Mar 26, 2025
  • Assets in custody · $16.7M to $15.7M
    Nov 27, 2024 to Mar 26, 2025
  • Financial planning clients · 101-250 to 101-250
    Nov 27, 2024 to Mar 26, 2025
  • Discretionary RAUM · $91.5M to $90.2M
    Nov 27, 2024 to Mar 26, 2025
  • HNW RAUM · $52.0M to $47.5M
    Nov 27, 2024 to Mar 26, 2025
  • Individual RAUM · $40.1M to $43.3M
    Nov 27, 2024 to Mar 26, 2025
  • Non-discretionary RAUM · $18.5M to $18.7M
    Nov 27, 2024 to Mar 26, 2025
  • Pension RAUM · $17.5M to $17.7M
    Nov 27, 2024 to Mar 26, 2025
  • RAUM · $110M to $109M
    Nov 27, 2024 to Mar 26, 2025
Signals
3 dated events
  • Jgc Wealth Management, Llc filed its initial SEC registration (Form ADV)
    Nov 27, 2024 · First SEC registration · fact
  • Michelle I Wilson left Jgc Tax & Wealth Management for Lpl Enterprise, Llc (registered 2025-02-19)
    Oct 19, 2024 · Advisor changed firm · fact
  • Rebekah Adams left Jgc Tax & Wealth Management for Perspective Wealth Partners, Llc (registered 2022-07-28)
    Jul 14, 2022 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
Business email
info@jgctaxandwealth.comreportedpublished by the firm, firm site, Sep 16, 2026
Business phone
503-304-9248reportedpublished by the firm, firm site, Sep 16, 2026
Business phone
503-390-7880reportedpublished by the firm, firm site, Sep 16, 2026
Website
JGCTAXANDWEALTH.COMreportedpublic record, Form ADV, Sep 18, 2026
Principal office phone
503-390-7880reportedpublic record, Form ADV, Mar 17, 2026
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor
$44.0Mderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026