Unclaimed Profile

Kevin Douglas Sanger

JGP WEALTH MANAGEMENT, LLC·BEND, Oregon

SIE, Series 7, Series 9, Series 10, Series 31, Series 63, Series 6523 years registeredJGP WEALTH MANAGEMENT, LLC

2838 NW CROSSING DRIVE, BEND, OR 97703CRD# 2794574Firm CRD# 290694

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kevin Douglas Sanger · BEND, OR

Registration

CRD #2794574 · JGP WEALTH MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

JGP WEALTH MANAGEMENT, LLC

Jan 2018 – present

WELLS FARGO CLEARING SERVICES, LLC

Mar 2003 – Jan 2018

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 31

Series 63

Series 65

Registration record

First registered · March 6, 2003

Years registered · 23

Disclosure History

2003Customer Dispute·Closed-No Action

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

JGP WEALTH MANAGEMENT, LLC

CRD 290694 · SEC 801-112288

AUM

$1.1B

Regulatory assets under management

Employees

2,682 client accounts

Services offered by JGP WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at JGP WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Kevin Douglas Sanger offer?

Kevin Douglas Sanger specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BEND, Oregon for a consultation.

What are Kevin Douglas Sanger's credentials?

Kevin Douglas Sanger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin Douglas Sanger located?

Kevin Douglas Sanger 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 Kevin Douglas Sanger charge for services?

Kevin Douglas Sanger'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.

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