AdvisorOS Directory
Claim Profile
KS

Kevin Douglas Sanger

JGP WEALTH MANAGEMENT, LLC·BEND, Oregon
Unclaimed Profile
2838 NW CROSSING DRIVE, BEND, OR 97703CRD# 2794574Firm CRD# 290694
01

About

Kevin Douglas Sanger 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
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# 2794574
Firm CRD# 290694
No disclosures on file
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

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BEND
Melissa Hurst Wheeler — HIGHWEST GLOBAL MANAGEMENT, LLCTyler Coughlin Simones — NORTHWEST QUADRANT, LLCArnold Troy Reinhart — NORTHWEST QUADRANT, LLCJames Michael Conrads — CAPSTONE WEALTH MANAGEMENT GROUP, LLCGeoffrey Nyle Gruetzmacher — COPIA WEALTH MANAGEMENT, LLC
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)EUGENE (40)SALEM (35)BEAVERTON (27)
City Guides
PORTLAND GuideLAKE OSWEGO GuideEUGENE GuideSALEM GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile