Andrew
Bennison
Jgp Wealth Management, LLC
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About this Advisor
Andrew Bennison is a financial advisor working in Bend, Oregon with a total of 1 year of relevant experience. Bennison currently works for Jgp Wealth Management, LLC. Throughout their career, Bennison has worked at Jgp Wealth Management, LLC, Indian Creek Golf Course, The Greenbrier Companies, Shubin Law, Penn State Law, Portland Running Company, Syracuse University and Pennsylvania State University. Bennison holds a Series 65 license, qualifying them as an investment advisor representative, and can work in Oregon. Jgp Wealth Management, LLC is a registered investment business operating out of Bend, OR. It has a total of 19 employees. It controls $889 million in assets under management across its 2,404 accounts, making it one of the bigger firms in the country by assets under management. Of its 2,404 customer accounts, 53% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Jgp Wealth Management, LLC offers a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors usually depend on the type of financial services. Fee types billed by Jgp Wealth Management, LLC most likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Jgp Wealth Management, LLC Brokerage Details
$888,913,792
19
2,404
$369,764
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Andrew Bennison Work History
Andrew has been registered as a financial advisor for 1 years.*
Jgp Wealth Management, LLC
Indian Creek Golf Course
The Greenbrier Companies
Shubin Law
Penn State Law
Pennsylvania State University
Portland Running Company
Syracuse University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrew Bennison to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Jgp Wealth Management, LLC
Bend, OR
Bend, OR
Bend, OR
Bend, OR
Bend, OR
Portland, OR
Portland, OR
Bend, OR
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