Jefferson Wayne Withnell
CFP®Professional Summary
Jefferson Wayne Withnell, CFP®, who also goes by Jake Withnell, is a registered financial advisor currently at JGP WEALTH MANAGEMENT, LLC located in Bend, Oregon. Jefferson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jefferson has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Estate & Legacy Planning
- Tax Planning
- Investment Management
- Financial Planning
- Retirement Planning
- Cashflow & Budgeting
Specializations
Biography
Jake Withnell is a financial advisor at JGP Wealth Management, an independent, fee-based financial advisory firm in Portland, Oregon. Jake is known for going the extra mile for his clients and for his passion for working tirelessly to help his clients find solutions to their financial concerns so they can confidently live out the life they want. He prioritizes listening and understanding as the foundation of his relationships with his clients, and his highest hope...
Other Aliases
Jake Withnell
Similar Advisors
ALERA INVESTMENT ADVISORS, LLC
THIRD LINE FINANCIAL PLANNING
MARINER INDEPENDENT
CLARK ASSET MANAGEMENT, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
ALERA INVESTMENT ADVISORS, LLC
THIRD LINE FINANCIAL PLANNING
MARINER INDEPENDENT
CLARK ASSET MANAGEMENT, LLC
Contact Information
Direct
(xxx) xxx-xxxx
Similar Advisors
ALERA INVESTMENT ADVISORS, LLC
THIRD LINE FINANCIAL PLANNING
MARINER INDEPENDENT
CLARK ASSET MANAGEMENT, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
ALERA INVESTMENT ADVISORS, LLC
THIRD LINE FINANCIAL PLANNING
MARINER INDEPENDENT
CLARK ASSET MANAGEMENT, LLC
Credentials
Years of Experience
8 years in the financial services industry
Current & Past Employments
Similar Advisors
ALERA INVESTMENT ADVISORS, LLC
THIRD LINE FINANCIAL PLANNING
MARINER INDEPENDENT
CLARK ASSET MANAGEMENT, LLC
Current Firm
JGP WEALTH MANAGEMENT, LLC
Contact Information
Main Address
2838 Nw Crossing Drive Suite 212, Bend, OR 97703Phone Number
(503) 446-6450# of Employees
23SEC notice filing (12 States and Territories)
Registered to provide investment advisory services in 12 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
3,335AUM (Assets Under Management)
$1,431,772,908Similar Advisors
ALERA INVESTMENT ADVISORS, LLC
THIRD LINE FINANCIAL PLANNING
MARINER INDEPENDENT
CLARK ASSET MANAGEMENT, LLC
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.
Similar Advisors
ALERA INVESTMENT ADVISORS, LLC
THIRD LINE FINANCIAL PLANNING
MARINER INDEPENDENT
CLARK ASSET MANAGEMENT, LLC
Primary Firm SEC Registration
JGP WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(5/7/2018)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
ALERA INVESTMENT ADVISORS, LLC
THIRD LINE FINANCIAL PLANNING
MARINER INDEPENDENT
CLARK ASSET MANAGEMENT, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Jefferson Wayne Withnell's CRS (Customer Relationship Summary).
Services Offered by Jefferson
- Estate & Legacy Planning
- Tax Planning
- Investment Management
- Financial Planning
- Retirement Planning
- Cashflow & Budgeting
Similar Advisors
ALERA INVESTMENT ADVISORS, LLC
THIRD LINE FINANCIAL PLANNING
MARINER INDEPENDENT
CLARK ASSET MANAGEMENT, LLC
