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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 1, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BLANCHARD, MICHAEL, ANDREW | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| BLANCHARD, MICHAEL, ANDREW | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| BLANCHARD, MICHAEL, ANDREW | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Nov 1, 2025 REGISTERED
Notice Filings (3)
CA NE OR
Address
250 CHURCH STREET SE, STE 100SALEM, OR 97301
United States
Phone: 503-390-7880