JGC WEALTH MANAGEMENT, LLC
Legal name: JGC TAX & WEALTH MANAGEMENT
CRD #165770 SEC #801-131726 SALEM, OR 503-390-7880
SEC Registered
Total AUM
$108.9M
Discretionary
$90.2M
Employees
3
Clients
101
Accounts
498
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $108.9M | $90.2M | $18.7M | 3 | 0 |
| Mar 2025 | $108.9M | $90.2M | $18.7M | 3 | 0 |
| Nov 2024 | $110M | $91.5M | $18.5M | 3 | 0 |
DateNov 2025
Total AUM$108.9M
Discretionary$90.2M
Non-Disc.$18.7M
Employees3
Clients0
DateMar 2025
Total AUM$108.9M
Discretionary$90.2M
Non-Disc.$18.7M
Employees3
Clients0
DateNov 2024
Total AUM$110M
Discretionary$91.5M
Non-Disc.$18.5M
Employees3
Clients0