Salle
Smith
Jgp Wealth Management, LLC
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About this Advisor
Salle Smith is a financial advisor based in Portland, Oregon, working with Jgp Wealth Management, LLC. Salle has previously held positions at Morgan Stanley & Co., Inc, Jgp Wealth Management, LLC, and Morgan Stanley Smith Barney. Salle has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oregon. Currently, Salle is part of Jgp Wealth Management, LLC, which operates out of Portland, 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
Services Offered
Fee Structure
Office Location
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Jgp Wealth Management, LLC Brokerage Details
$1,078,423,597
18
2,682
$402,097
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
Salle Smith Work History
Jgp Wealth Management, LLC
Morgan Stanley Smith Barney
Morgan Stanley & Co., Inc
Disclosures
Please visit the SEC profile of Salle Smith 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
Portland, OR
West Valley City, UT
Bend, OR
Bend, OR
Bend, OR
Bend, OR
Bend, OR
Portland, OR
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