Jefferson W. Withnell
JGP WEALTH MANAGEMENT
Portland, OR 97205
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CRD#: 6923175
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 Portland, 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.
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 is that they can spend more of their time and energy on their passions knowing he is watching over their financial future. Jake specializes in serving business owners, Nike executives, and retirees, and plays a key role in JGP’s portfolio management process, building and analyzing financial models, and conducting client cash flow analyses.
Jake graduated from Eastern Washington University with a bachelor’s degree in professional accounting and finance. He is a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™ professional. Jake’s claim to fame is his time playing tight end for the Eastern Washington University Eagles, all while earning four-time Big Sky Conference First Team All-Academic honors! Jake values giving back to his community and does this by volunteering with the Children’s Cancer Association, Family Building Blocks, and New Avenues for Youth. In his free time, Jake takes advantage of the many outdoor activities the Northwest has to offer, such as trail running, mountain biking, and hiking. He loves traveling and spending long weekends at his family beach house in Seaside, OR. To learn more about Jake, connect with him on LinkedIn. You can also watch his latest webinar on 6 Ways to Maximize Your Nike Employee Benefits.
Question & Answer
What are your service offerings?
Inheritance
Tax Planning
Investment Planning
Comprehensive Financial Planni...
Business Succession Planning
Retirement Planning
Do you have an area of expertise or specialization?
Business Owners
Cash Flow/Budgets/Credit Issue...
Charitable Giving
Corporate Executives
Entrepreneurs
Retirement Planning & Distribu...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Jake Withnell
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jefferson Wayne Withnell's 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®
CFP®
Start date: 2020
Experience
Current
May 7, 2018 - Present
JGP WEALTH MANAGEMENT, LLC
Office #1: 1140 Sw Washington Street Suite 640, Portland, OR 97205RIA
CRD#: 290694
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
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
Oregon(5/7/2018)
Current Firm
JGP WEALTH MANAGEMENT, LLC
JGP WEALTH MANAGEMENT, LLC
CRD#: 290694 / SEC#: 801-112288
RIA
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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
23
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,950 |
| AUM (Assets Under Management) | $ 1,206,737,488 |
Red Flags
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