JGP Wealth Management
JGP Wealth Management

JGP Wealth Management Management Team

Contact top employees from JGP Wealth Management

Summary

We coordinate and manage your financial affairs so you can focus on what’s most important to you.

Every sound decision is rooted in confidence, whether advancing a career, making lifestyl...Show more

Industries

Financial Services

Headquarters Location

Employees Size

10-50 employees

Specialties

Financial Planning, Retirement Planning , Cash Flow Analysis, Nike, Education Planning, Estate Planning, Tax Coordination, Philanthropic Strategies, Divorce Planning, Asset Management, Executive Benefit Optimization

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Organization Website

Social Links

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Phone Number

503-446-6450

Employees Turnover 2 quarter 2025

Number of employees switched from or switched to
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Total number all of employee turnover
Current employees switched from
Number of employees by department
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Total number all of employee turnover
Length of Employment
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Employee tenure at JGP Wealth Management shows a diverse range of experience levels:
6% have been with the company for less than 1 year25% for 1–2 years13% for 3–4 years19% for 5–7 years13% for 8–10 years25% have over 11 years of service at JGP Wealth Management
Ex-employees positions
In Company
In New Company
Contact top employees from JGP Wealth Management
Shannon Jones
Senior Portfolio Manager
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Chris Jones
Financial Advisor
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Kendra Biller
Financial Advisor
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Will Paustian
Financial Advisor, CFP®
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Ryan Coffee
Senior Financial Planner
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Katelyn Kalomiris
Financial Planning Associate
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Joe Gross
First Vice President, Senior Financial Advisor
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Sarinah Gigliotti
Financial Planning Associate
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Kim Davies
Finance & HR Associate
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Andrew Bennison
Associate Advisor & Portfolio Management Strategist
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Emma Priser
Chief of Staff
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Karen Detrick Comfort
Operations Project Manager
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Katia Prochovnic
Investment Associate
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Cindy Brown
Executive Administrator
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Rowan Colby
Client Services Associate
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Jake Withnell
Financial Advisor & Reinsurance Lead, CPA & CFP®
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Nicole Handelsman
Director of First Impressions
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Grace Dooney
Client Services Associate
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Chelsea Tilly
Client Operations Lead
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Amelia Jankowski
Senior Project Development Manager
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Katie Miller
Client Service Associate
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