AdvisorOS Directory
Claim Profile
Unclaimed Profile
DP

David Jeff Paustian

JGP WEALTH MANAGEMENT, LLC·BEND, Oregon
Clean recordJGP WEALTH MANAGEMENT, LLC
2838 NW CROSSING DRIVE, BEND, OR 97703CRD# 2376884Firm CRD# 290694

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Jeff Paustian · BEND, OR
Registration
CRD #2376884 · JGP WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David Jeff Paustian is a registered financial advisor based in BEND, Oregon, affiliated with JGP WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
JGP WEALTH MANAGEMENT, LLC
JGP WEALTH MANAGEMENT, LLC
AUM
$1.1B
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at JGP WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2376884
Firm CRD# 290694
View on FINRA BrokerCheck →

Looking for a financial advisor in BEND?

Browse all registered financial advisors in BEND, Oregon or claim this profile if it's yours.

Browse BEND AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does David Jeff Paustian offer?
David Jeff Paustian specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BEND, Oregon for a consultation.
What are David Jeff Paustian's credentials?
David Jeff Paustian is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Jeff Paustian located?
David Jeff Paustian is based in BEND, Oregon, working with JGP WEALTH MANAGEMENT, LLC. Their office serves clients in the BEND metropolitan area and surrounding communities.
How does David Jeff Paustian charge for services?
David Jeff Paustian's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JGP WEALTH MANAGEMENT, LLC?
JGP WEALTH MANAGEMENT, LLC has approximately 18 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at JGP WEALTH MANAGEMENT, LLC

Kevin Douglas Sanger
BEND, OR

More Advisors in BEND, Oregon

Jared Andrew Pearson
STRATEGY CAP, LLC·BEND, OR
Melissa Hurst Wheeler
HIGHWEST GLOBAL MANAGEMENT, LLC·BEND, OR
Wendy Dannette Downer
SUNDOWNER CAPITAL MANAGEMENT LLC·BEND, OR
Andrew James Nash-Webber
HIGHWEST GLOBAL MANAGEMENT, LLC·BEND, OR
Geoffrey Nyle Gruetzmacher
COPIA WEALTH MANAGEMENT, LLC·BEND, OR
Ian Patrick Laimbeer
MY LEGACY ADVISORS, LLC·BEND, OR

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)EUGENE (40)SALEM (35)BEAVERTON (27)MEDFORD (25)CLACKAMAS (15)GRANTS PASS (11)JACKSONVILLE (11)WEST LINN (11)
City Guides
PORTLAND GuideLAKE OSWEGO GuideEUGENE GuideSALEM GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
Request removal of this profile