Shannon Jones is a CFA, CFP-designated registered investment advisor at Jgp Wealth Management, LLC, based in Bend, OR, with 7 years of industry experience. Shannon 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
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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
2838 NW Crossing Dr, Suite 212, Bend, OR, 97703
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Jgp Wealth Management, LLC
Previous Registrations
Strategic Advisers, INC.
State Registrations1 state
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