Overview
Assets Under Management: $132 million
Headquarters: SALEM, OR
High-Net-Worth Clients: 34
Average Client Assets: $2.2 million
Frequently Asked Questions
JGC TAX & WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #165770), JGC TAX & WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
JGC TAX & WEALTH MANAGEMENT is headquartered in SALEM, OR.
JGC TAX & WEALTH MANAGEMENT serves 34 high-net-worth clients according to their SEC filing dated March 17, 2026. View client details ↓
According to their SEC Form ADV, JGC TAX & WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
JGC TAX & WEALTH MANAGEMENT manages $132 million in client assets according to their SEC filing dated March 17, 2026.
According to their SEC Form ADV, JGC TAX & WEALTH MANAGEMENT serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 34
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.41%
Average Client Assets: $2.2 million
Total Client Accounts: 495
Discretionary Accounts: 474
Non-Discretionary Accounts: 21
Regulatory Filings
CRD Number: 165770
Filing ID: 2058348
Last Filing Date: 2026-03-17 15:10:46