Jonathan
Laws

Jgp Wealth Management, LLC

CRD#4477181
Investment Advisor
in Beaverton, OR

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About this Advisor

Jonathan Laws is a financial advisor based in Beaverton, Oregon, working with Jgp Wealth Management, LLC. Jonathan has previously held positions at Wells Fargo Bank, Wells Fargo Advisors LLC, Pride Of Portland, Wells Fargo Clearing Services, LLC, and Jgp Wealth Management, LLC. Jonathan has passed the Series 66 regulatory exam and is registered to provide services in Oregon. Currently, Jonathan is part of Jgp Wealth Management, LLC, which operates out of Beaverton, Oregon. The firm has 1 office and 18 employees. The firm manages assets totaling $1.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Jgp Wealth Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Beaverton, OR

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Jgp Wealth Management, LLC Brokerage Details

Total Assets Under Management

$1,078,423,597

OR Average: $1,120,203,312
Total Number of Employees

18

OR Average: 50
Total Number of Accounts

2,682

OR Average: 1,309
Average Account Size

$402,097

OR Average: $855,770

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

Jonathan Laws Work History

2018 - Present (6 years)

Jgp Wealth Management, LLC

2001 - Present (23 years)

Pride Of Portland

2016 - 2018 (2 years)

Wells Fargo Clearing Services, LLC

2011 - 2016 (5 years)

Wells Fargo Advisors LLC

1999 - 2018 (19 years)

Wells Fargo Bank

Disclosures

Please visit the SEC profile of Jonathan Laws 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

Kendra Biller
Portland, OR
Chelsea Tilly
West Valley City, UT
Shannon Jones
Bend, OR
Andrew Bennison
Bend, OR
William Paustian
Bend, OR
Ryan Coffee
Bend, OR
David Paustian
Portland, OR

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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