JGP Wealth Management

Finance · Oregon, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

760 SW 9th Ave Ste 2350, Portland, Orego...

Phone Number

(503) 446-6450

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
2
1

About JGP Wealth Management

JGP Wealth Management offers expert wealth management services in Portland and Bend, focusing on financial planning, investment management, and retirement income planning for individuals, families, and business owners. Their team of trusted local advisors is dedicated to helping clients plan, grow, and protect their financial futures through personalized strategies. With a commitment to integrity, transparency, and client relationships, JGP aims to empower clients to confidently navigate their financial journeys. They also provide specialized services for the food and beverage industry, ensuring tailored solutions for their diverse clientele.Explore more
JGP Wealth Management's Social MediaPopular SearchesJGP Wealth Management LLCJGP WealthJgp Management BvJgp Management IncJgp Management LLCSIC Code 62,628NAICS Code 52,523Show more

JGP Wealth Management Org Chart

JP
United States flag for contact location.

Chief Executive Officer & Co-Founder

PhoneEmail
EP
United States flag for contact location.

Chief of Staff

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is JGP Wealth Management your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to JGP Wealth Management

Compare insights from companies similar to JGP Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

JGP Wealth Management

<$5M
11-50
Private
-
2014
JP
Jeff PaustianCEO & Co-Founder
<$5M
1-10
Private
-
2006
AF
Alan FischerOwner, Founder, and Senior Wealth Manager
<$5M
1-10
Private
-
2017
Lisa Barram, President at Retirement Prosperity Group
Lisa BarramPresident
<$5M
1-10
Private
-
2005
TC
Timothy ChenManager, Wealth Registered Investment & Advisor
<$5M
1-10
Private
-
1983
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

JGP Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

JGP Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about JGP Wealth Management.

JGP Wealth Management Tech Stack

A closer look at the technologies used by JGP Wealth Management

Top Finance Companies

Frequently Asked Questions Regarding JGP Wealth Management

What is JGP Wealth Management's official website?
JGP Wealth Management's official website is www.jgpwealth.com
What is JGP Wealth Management's Revenue?
JGP Wealth Management's revenue is <$5 Million
What is JGP Wealth Management's SIC code?
JGP Wealth Management's SIC: 62,628
What is JGP Wealth Management's NAICS code?
JGP Wealth Management's NAICS: 52,523
How many employees does JGP Wealth Management have?
JGP Wealth Management has 11-50 employees
What industry does JGP Wealth Management belong to?
JGP Wealth Management is in the industry of: Finance, Securities Trading
What is JGP Wealth Management competition?
JGP Wealth Management top competitors include: Anchor Wealth Management, Goodrich and Associates, Reynolds Wealth Management, Great Lakes Wealth Advisors
What technology does JGP Wealth Management use?
Some of the popular technologies that JGP Wealth Management uses are: ClickCease, WordPress.org, PHP, Cloudflare Website Optimization
How do I contact JGP Wealth Management?
JGP Wealth Management contact info: Phone number: (503) 446-6450 Website: www.jgpwealth.com
What does JGP Wealth Management do?

JGP Wealth Management offers expert wealth management services in Portland and Bend, focusing on financial planning, investment management, and retirement income planning for individuals, families, and business owners. Their team of trusted local advisors is dedicated to helping clients plan, grow, and protect their financial futures through person... alized strategies. With a commitment to integrity, transparency, and client relationships, JGP aims to empower clients to confidently navigate their financial journeys. They also provide specialized services for the food and beverage industry, ensuring tailored solutions for their diverse clientele.Read More

What are JGP Wealth Management social media links?
JGP Wealth Management Linkedin page JGP Wealth Management Twitter page JGP Wealth Management Facebook page
Is JGP Wealth Management a public company?
JGP Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about JGP Wealth Management

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.