Eric Koford

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CRD#: 2418499

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Eric Koford, who also goes by Eric Scott Koford, was a registered financial professional .

Eric is a previously registered financial professional and started their career in finance in 1993. Eric had worked at 21 firms and has passed the Series 66, Series 63, Series 65, SIE, Series 7 and Series 31 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Eric Scott Koford

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Utah FPA; Non-investment related; Hotels/Utah Valley University; Non-profit; President Elect; 10/2018; 5% during business hours; The Financial Planning Association for the State of Utah- an organization of financial professionals who attend meetings to hone their craft, receive industry updates, and receive continuing education. Plan and coordinate organization activities.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

June 3, 2025 - October 15, 2025

JGP WEALTH MANAGEMENT, LLC

RIA

CRD#: 290694

Provo, UT

Past

September 27, 2024 - May 15, 2025

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PROVO, UT

Past

September 27, 2024 - May 15, 2025

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PROVO, UT

Past

May 14, 2024 - October 1, 2024

DIVERSIFY WEALTH MANAGEMENT, LLC

RIA

CRD#: 329878

SANDY, UT

Past

September 15, 2023 - May 10, 2024

DIVERSIFY ADVISORY SERVICES, LLC

RIA

CRD#: 326060

SANDY, UT

Past

March 9, 2022 - February 9, 2024

DFPG INVESTMENTS, LLC

RIA

CRD#: 155576

Sandy, UT

Past

March 8, 2022 - October 1, 2024

DFPG INVESTMENTS, LLC

CRD#: 155576

Sandy, UT

Past

February 22, 2021 - February 4, 2022

BMO ASSET MANAGEMENT CORP.

RIA

CRD#: 106466

OREM, UT

Past

January 2, 2020 - December 3, 2021

FORESIDE FINANCIAL SERVICES, LLC

CRD#: 148477

PORTLAND, ME

Past

March 13, 2019 - December 31, 2020

BMO ASSET MANAGEMENT CORP.

RIA

CRD#: 106466

PROVO, UT

Past

March 13, 2019 - December 31, 2019

BMO INVESTMENT DISTRIBUTORS, LLC

CRD#: 146711

CHICAGO, IL

Past

July 13, 2018 - March 6, 2019

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

BOSTON, MA

Past

June 4, 2018 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

AMERICAN FORK, UT

Past

December 12, 2016 - March 5, 2019

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SALT LAKE CITY, UT

Past

February 27, 2012 - July 31, 2013

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

OVERLAND PARK, KS

Past

February 27, 2012 - July 31, 2013

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

OVERLAND PARK, KS

Past

August 10, 2010 - March 12, 2012

WADDELL & REED

RIA

CRD#: 866

INDEPENDENCE, MO

Past

August 10, 2010 - March 12, 2012

WADDELL & REED

CRD#: 866

INDEPENDENCE, MO

Past

September 30, 2009 - August 11, 2010

MORGAN STANLEY

RIA

CRD#: 149777

OVERLAND PARK, KS

Past

September 25, 2009 - August 11, 2010

MORGAN STANLEY

CRD#: 149777

OVERLAND PARK, KS

Past

September 27, 2006 - May 22, 2009

PGIM INVESTMENTS LLC

RIA

CRD#: 105670

LEES SUMMIT, MO

Past

September 14, 2006 - May 22, 2009

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

CRD#: 18353

NEWARK, NJ

Past

June 5, 2002 - August 3, 2006

AIM PRIVATE ASSET MANAGEMENT

RIA

CRD#: 109264

HOUSTON, TX

Past

November 23, 1998 - August 3, 2006

INVESCO DISTRIBUTORS, INC.

CRD#: 7369

HOUSTON, TX

Past

March 2, 1998 - July 15, 1998

RBC CAPITAL MARKETS, LLC

CRD#: 31194

NEW YORK, NY

Past

January 2, 1997 - March 2, 1998

DAIN RAUSCHER INCORPORATED

CRD#: 7600

Past

December 7, 1993 - January 10, 1997

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

JGP WEALTH MANAGEMENT, LLC

CRD#: 290694 / SEC#: 801-112288

RIA

Registered Investment Advisory firm - (1/12/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/30/2018

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/19/2016

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/16/1993

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/12/2016

General Securities Representative Examination

General Industry/Product Exam

Series 31

Date: 11/25/2009

Futures Managed Funds Examination

Current Firm

JGP WEALTH MANAGEMENT, LLC

CRD#: 290694 / SEC#: 801-112288

RIA

Registered Investment Advisory firm - (1/12/2018 Approved)

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Contact information

Main Address

2838 Nw Crossing Drive Suite 212, Bend, OR 97703

Mailing Address

Phone number

(503) 446-6450

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (7/26/2025)

Regulatory assets under management

Total Number of Accounts	2,950
AUM (Assets Under Management)	$ 1,206,737,488

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Eric Koford

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

DIVERSIFY WEALTH MANAGEMENT, LLC

DIVERSIFY ADVISORY SERVICES, LLC

DFPG INVESTMENTS, LLC

DFPG INVESTMENTS, LLC

BMO ASSET MANAGEMENT CORP.

FORESIDE FINANCIAL SERVICES, LLC

BMO ASSET MANAGEMENT CORP.

BMO INVESTMENT DISTRIBUTORS, LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

WADDELL & REED

WADDELL & REED

MORGAN STANLEY

MORGAN STANLEY

PGIM INVESTMENTS LLC

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

AIM PRIVATE ASSET MANAGEMENT

INVESCO DISTRIBUTORS, INC.

RBC CAPITAL MARKETS, LLC

DAIN RAUSCHER INCORPORATED

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

JGP WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/30/2018

Series 63

Date: 12/19/2016

Series 65

Date: 12/16/1993

SIE

Date: 10/1/2018

Series 7

Date: 12/12/2016

Series 31

Date: 11/25/2009

Current Firm

JGP WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

JGP WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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