David Paustian is a registered investment advisor at Jgp Wealth Management, LLC, based in Portland, OR, with 32 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 803 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
JGP Wealth Management offers comprehensive portfolio management where they manage your investments, provide financial planning, and consulting services. The annual fee will not exceed 1.50% of the value of your account, including cash. Fees are billed quarterly in advance. Fees are negotiable and will be deducted from your account.
Location
1140 SW Washington Street, Suite 640, Portland, OR, 97205
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Jgp Wealth Management, LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.