Summary
JGP Wealth Management LLC
Founded in 2018
Description
JGP Wealth Management is a financial advisory firm based in Portland, OR. They specialize in helping entrepreneurs, business owners, divorcees, Nike leaders, and publicly traded company executives address their financial concerns. With a focus on coord...
Strengths
- Revenue generated per employee is greater than industry average
- Revenue growth is more steady than the industry average
- Since JGP Wealth Management LLC was founded, the company has grown faster than the industry average
Weaknesses
- JGP Wealth Management LLC has a very small market share in their industry
- Revenue growth is less than the industry average
- The number of employees is not growing as fast as the industry average
Annual Revenue
JGP Wealth Management LLC's annual revenue
$3808000
Based on Kona Equity data
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Revenue per employee
$476000
-
Variance of revenue growth
0.0
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Annual revenue growth since founding
$634667
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Revenue growth rate from first known quarter to current
25.8%
Employee Count
8 employees
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Employee growth rate from first known quarter to current
14.3%
Executives
Kevin Sanger
Chief Operating Officer & President
k**@jgpwealth.comJake Withnell
Financial Advisor
j**@jgpwealth.comCindy Brown
Executive Administrator
c**@jgpwealth.comKendra Biller
Senior Client Service Advisor
k**@jgpwealth.comShannon Jones
Senior Portfolio Manager & Financial Planning Consultant
s**@jgpwealth.comRyan Coffee
Financial Planner
r**@jgpwealth.comBruno Carvalho
WM Analyst
b**@jgpwealth.comSalle Smith
Senior Client Service Associate
s**@jgpwealth.comEvelyn Stokes
Client Services Associate
e**@jgpwealth.comWill Paustian
Intern
w**@jgpwealth.comSheriton Valim
Software Analyst
s**@jgpwealth.comG Score - 3
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G2 Income per employee more than industry average.
- G5 Variance of revenue growth is less than the industry average
- G6 Annual revenue growth since founding is higher than the industry average.
Location
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Key Information
- Name: JGP Wealth Management LLC
- Category: Investment management
- Industry: Financial Planner
- SIC: 62
- NAICS: 523; 52
See similar companies
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By City Portland Small Financial Planner in Portland Mid-size Financial Planner in Portland Investment management in Portland Small Investment management in Portland Mid-size Investment management in Portland
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By State OR Small companies in OR Investment management in OR Small Investment management in OR Mid-size Investment management in OR Small Financial Planner in OR Mid-size Financial Planner in OR
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By Category Investment management Small Investment management Mid-size Investment management
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By Industry Financial Planner Small Financial Planner Mid-size Financial Planner Investment management and Financial Planner
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Firmographic data G Score of 3 Founded in 2018 SIC: 62 NAICS: 523 NAICS: 52 #Investment Banking #Finance
Frequently Asked Questions
JGP Wealth Management LLC's headquarters are located at 760 SW Ninth Ave., Ste. 2350 Portland, OR 97205.
JGP Wealth Management LLC's official website is jgpwealth.com
JGP Wealth Management LLC's annual revenue is $3.8 M.
JGP Wealth Management LLC's SIC: 62
JGP Wealth Management LLC's NAICS: 523; 52.
JGP Wealth Management LLC has 8 employees
JGP Wealth Management LLC is in the industry of Investment management.
