Katelyn Kalomiris is a CFP-designated registered investment advisor at Jgp Wealth Management, LLC, based in Phoenix, AZ, with 5 years of industry experience. Katelyn 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
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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
Phoenix, AZ
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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
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
State Registrations1 state
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