Michelle C. Benedict

JGP WEALTH MANAGEMENT

BEND, OR 97703

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CRD#: 7353058

Professional summary

Michelle Catherine Benedict, who also goes by Michelle Catherine Benedict, is a registered financial advisor currently at JGP WEALTH MANAGEMENT, LLC located in Bend, Oregon.

Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Michelle has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7TO exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michelle Catherine Benedict

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 Michelle Catherine Benedict'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

March 13, 2025 - Present

JGP WEALTH MANAGEMENT, LLC

Office #1: 2838 Nw Crossing Drive Suite 212, Bend, OR 97703

RIA

CRD#: 290694

BEND, OR

Past

November 22, 2023 - March 6, 2025

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

Portland, OR

Past

September 29, 2023 - March 6, 2025

J.P. MORGAN SECURITIES LLC

CRD#: 79

Portland, OR

Past

September 18, 2023 - March 20, 2025

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

RIA

CRD#: 108559

Portland, OR

Past

April 6, 2023 - September 29, 2023

FIRST REPUBLIC SECURITIES COMPANY, LLC

CRD#: 105108

Portland, OR

Past

July 11, 2022 - March 31, 2023

NORTH CAPITAL PRIVATE SECURITIES CORPORATION

CRD#: 154559

Portland, OR

Past

April 23, 2022 - July 7, 2022

PHILLIPS & COMPANY

CRD#: 35800

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

Oregon
(3/13/2025)

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: 9/14/2023

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/22/2022

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 4/22/2022

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7TO

Date: 8/12/2021

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

Michelle C. Benedict

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Catherine Benedict's CRS (Customer Relationship Summary).

Certified licenses

Experience

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

FIRST REPUBLIC SECURITIES COMPANY, LLC

NORTH CAPITAL PRIVATE SECURITIES CORPORATION

PHILLIPS & COMPANY

Primary Firm SEC Registration

JGP WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/14/2023

Series 63

Date: 7/22/2022

SIE

Date: 4/22/2022

Series 7TO

Date: 8/12/2021

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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