Job summary
Company overview
JGP Wealth Management is a Portland-based independent wealth advisory firm that provides comprehensive financial planning, investment management, and retirement solutions for individuals, families, and business owners. The firm generates revenue primarily through advisory fees based on assets under management, offering fiduciary guidance tailored to each client’s goals. Founded in 2007 by experienced advisors, JGP emphasizes personalized service, transparency, and long-term client relationships. The company is known for its client-centric approach, independence from large financial institutions, and commitment to ethical standards. Candidates should note JGP’s strong local reputation, collaborative team environment, and focus on holistic financial strategies.
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