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CM

Catherine J. Miller

JGP WEALTH MANAGEMENT
Provo, UT
Some features on this profile are disabled
CRD#: 7044270
CM

Professional summary

Catherine Jetta Miller, who also goes by Catherine Jetta Aamodt, Catherine Aamodt, Katie Aamodt, Katie Miller, is a registered financial advisor currently at JGP WEALTH MANAGEMENT, LLC located in Provo, Utah.

Catherine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Catherine has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Catherine Jetta Aamodt | Catherine Aamodt | Katie Aamodt | Katie Miller

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Catherine Jetta Miller'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

June 26, 2025 - Present

JGP WEALTH MANAGEMENT, LLC

RIA
CRD#: 290694
Provo, UT
Past

April 14, 2025 - June 9, 2025

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

RIA
CRD#: 116407
FARMINGTON, UT

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
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
Utah
(6/26/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/6/2024
Uniform Investment Adviser Law Examination

Current Firm

JGP WEALTH MANAGEMENT, LLC
JGP WEALTH MANAGEMENT, LLC
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
23

SEC notice filing (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (2/3/2026)

Regulatory assets under management

Total Number of Accounts3,335
AUM (Assets Under Management)$ 1,431,772,908

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.

Company Information

JGP WEALTH MANAGEMENT, LLC

JGP WEALTH MANAGEMENT, LLC

CRD#: 290694Provo, UT

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