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JGC TAX & WEALTH MANAGEMENT
JGC WEALTH MANAGEMENT, LLC
CRD 165770 · SEC 801-131726
250 CHURCH STREET SE, STE 100, SALEM, OR, 97301, United States
Phone
503-390-7880
Fax
503-390-0812
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$132.0M
Discretionary AUM
$109.0M
Team
3 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 147 | $36.2M |
| High net worth individuals | 34 | $73.2M |
| Pension/profit sharing plans | 21 | $22.4M |
States served
CA, NE, OR
All web addresses on file
Official SEC filing: View on IAPD