Kendra E. Biller

JGP WEALTH MANAGEMENT

Portland, OR 97205

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CRD#: 3233437

Professional summary

Kendra Elizabeth Biller, who also goes by Kendra Elizabeth Miner, is a registered financial advisor currently at JGP WEALTH MANAGEMENT, LLC located in Portland, Oregon.

Kendra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Kendra has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kendra Elizabeth Miner

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.

NOTARY Republic State of Oregon; NOT INVESTMENT RELATED; PORTLAND, OR; START DATE 01/28/2016; 1 HOUR PER MONTH/0 DURING TRADING.PERFORM NOTARY REPUBLIC DUTIES FOR JGP CLIENTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kendra Elizabeth Biller's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

January 24, 2018 - Present

JGP WEALTH MANAGEMENT, LLC

Office #1: 1140 Sw Washington Street Suite 640, Portland, OR 97205

RIA

CRD#: 290694

Portland, OR

Past

December 16, 2015 - January 24, 2018

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

PORTLAND, OR

Past

December 16, 2015 - January 24, 2018

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

PORTLAND, OR

Past

March 5, 2014 - October 22, 2015

CABLE HILL PARTNERS, LLC

RIA

CRD#: 168252

PORTLAND, OR

Past

May 23, 2003 - March 4, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PORTLAND, OR

Past

May 14, 2001 - March 4, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PORTLAND, OR

Past

April 29, 2000 - April 9, 2001

WELLS FARGO SECURITIES, LLC

CRD#: 7665

SAN FRANCISCO, CA

Past

September 30, 1999 - April 29, 2000

BLACK & COMPANY, INC.

CRD#: 95

PORTLAND, OR

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.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/25/2018)

IAR

Oregon
(1/24/2018)

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: 5/20/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/21/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 1/24/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/27/1999

General Securities Representative 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

Kendra E. Biller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kendra Elizabeth Biller's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

CABLE HILL PARTNERS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO SECURITIES, LLC

BLACK & COMPANY, INC.

Primary Firm SEC Registration

JGP WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/20/2003

Series 63

Date: 2/21/2000

SIE

Date: 1/24/2018

Series 7

Date: 9/27/1999

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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