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Jgc Wealth Management, LLC

● SEC registered since 2025CRD 165770SEC# 801-131726Salem, OR
Export (members)
Reg. AUM
$108.9M
Employees
3
Accounts
498
Location
Salem, OR

Jgc Wealth Management, LLC assets under management

Jgc Wealth Management, LLC operates as an SEC-registered investment adviser based in Salem, OR. The firm has been registered since 2025. It reports $108.9 million in regulatory assets under management and employs 3 people.
app.modestspark.com/usersecurity/login?domain=jgcwealth.comView on SEC.gov ↗

Jgc Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Michael Andrew Blanchard ControlManaging Member, Chief Compliance OfficerOver 75%2019

Frequently asked questions

How much does Jgc Wealth Management, LLC manage?

Jgc Wealth Management, LLC reports $108.9 million in regulatory assets under management on its Form ADV.

How many employees does Jgc Wealth Management, LLC have?

Jgc Wealth Management, LLC reports 3 employees.

Where is Jgc Wealth Management, LLC located?

Jgc Wealth Management, LLC is based in Salem, OR and has been SEC-registered since 2025.

Does Jgc Wealth Management, LLC disclose fund performance?

Jgc Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address250 Church Street SE, Ste 100, Salem, OR 97301
Phone503-390-7880
Fax503-390-0812
Office hours8:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$90.2M
Non-discretionary$18.7M
Total (RAUM)$108.9M