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
Organization Website | jgpwealth.com |
Social Links |    |
Phone Number | 503-446-6450 |
Industries | |
Headquarters Location | 760 SW Ninth Avenue, Portland, OR, 97205 US |
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 |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at JGP Wealth Management shows a diverse range of experience levels:
6% have been with the company for less than 1 year17% for 1–2 years17% for 3–4 years22% for 5–7 years6% for 8–10 years33% have over 11 years of service at JGP Wealth ManagementEx-employees positions
In Company
In New Company
Contact top employees from
JGP Wealth Management
Jeff Paustian
CEO and Co-Founder
Rowan Colby
Client Services Associate
Jami Noble
CSA
Jake Withnell
Financial Advisor & Reinsurance Lead, CPA & CFP®
Nicole Handelsman
Director of First Impressions
Grace Dooney
Client Services Associate
Chelsea Tilly
Client Operations Lead
Amelia Jankowski
Senior Project Development Manager
Katie Miller
Client Service Associate
ERIC KOFORD
Advisor
Cooper Cummard
Intern
Shannon Jones
Senior Portfolio Manager
Chris Jones
Financial Advisor
Kendra Biller
Financial Advisor
Will Paustian
Financial Advisor, CFP®
Ryan Coffee
Senior Financial Planner
Katelyn Kalomiris
Financial Planning Associate
Sarinah Gigliotti
Financial Planning Associate
Kim Davies
Finance & HR Associate
Andrew Bennison
Associate Advisor & Portfolio Management Strategist
Emma Priser
Chief of Staff
Karen Detrick Comfort
Operations Project Manager
Katia Prochovnic
Investment Associate
Cindy Brown
Executive Administrator
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FAQ
JGP Wealth Management operates in the Finance industries. More details can be found on the official website: jgpwealth.com.
The headquarters of JGP Wealth Management are located in Portland, United States.
You can contact JGP Wealth Management by phone at 503-446-6450.
JGP Wealth Management currently employs 10-50 people.
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