AdvisorOS Directory
Claim Profile
Unclaimed Profile
JC

Jennifer Currin-Gutridge

MCGEE WEALTH MANAGEMENT, INC.·PORTLAND, Oregon
SIE, Series 7, Series 63, Series 66CFPClean record23 years registeredMCGEE WEALTH MANAGEMENT, INC.
12455 SW 68TH AVENUE, PORTLAND, OR 97223CRD# 2352775Firm CRD# 109847

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jennifer Currin-Gutridge · PORTLAND, OR
Registration
CRD #2352775 · MCGEE WEALTH MANAGEMENT, INC. · 23 years registered
Brand Profile
Not yet started
01

Career History

MERCER GLOBAL ADVISORS INC.
Mar 2021 – present
MCGEE WEALTH MANAGEMENT, INC.
Dec 2002 – Mar 2021
PORTLAND, OR
MCGEE FINANCIAL STRATEGIES INC.
Oct 2002 – Dec 2002
PORTLAND, OR
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 66
Registration record
First registered · October 2, 2002
Years registered · 23
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MCGEE WEALTH MANAGEMENT, INC.
CRD 109847 · SEC 801-34233
AUM
$554M
Regulatory assets under management
Employees
8
1,414 client accounts
Services offered by MCGEE WEALTH MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MCGEE WEALTH MANAGEMENT, INC. →
Introduction

Speak with Jennifer

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

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

Looking for a financial advisor in PORTLAND?

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

Browse PORTLAND AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Jennifer Currin-Gutridge offer?
Jennifer Currin-Gutridge specializes in Financial Planning, Investment Management. Contact their office in PORTLAND, Oregon for a consultation.
What are Jennifer Currin-Gutridge's credentials?
Jennifer Currin-Gutridge holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Jennifer Currin-Gutridge located?
Jennifer Currin-Gutridge is based in PORTLAND, Oregon, working with MCGEE WEALTH MANAGEMENT, INC.. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does Jennifer Currin-Gutridge charge for services?
Jennifer Currin-Gutridge's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third party adviser/manager fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MCGEE WEALTH MANAGEMENT, INC.?
MCGEE WEALTH MANAGEMENT, INC. has approximately 8 employees and manages $554M 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 MCGEE WEALTH MANAGEMENT, INC.

Judith Ann Mcgee
PORTLAND, OR
CFPChFC
D. Linette Dobbins
PORTLAND, OR
CFP
Sarah Elise Berry
PORTLAND, OR
CFP

More Advisors in PORTLAND, Oregon

Melinda L De Bruyne
BUMPED INVEST, LLC·PORTLAND, OR
Paul Christian Slivon
MONTIBUS CAPITAL MANAGEMENT LLC.·PORTLAND, OR
Gabriella Alana Richard
BLUE WATER WEALTH, INC.·PORTLAND, OR
Bryn Torkelson
DESCHUTES PORTFOLIO STRATEGY, LLC·PORTLAND, OR
John Yao Liu
LAURELHURST ASSET MANAGEMENT LLC·PORTLAND, OR
Adriana Ramos Courts
PREISZ ASSOCIATES, INC.·PORTLAND, OR

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oregon
LAKE OSWEGO (96)BEND (36)EUGENE (32)SALEM (30)BEAVERTON (21)MEDFORD (15)CLACKAMAS (14)JACKSONVILLE (8)GRANTS PASS (8)WEST LINN (8)
City Guides
LAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
Request removal of this profile