Jgc Wealth Management, LLC
● SEC registered since 2025CRD 165770SEC# 801-131726Salem, OR
Reg. AUM
$132M
Employees
3
Accounts
495
Location
Salem, OR
Jgc Wealth Management, LLC assets under management
Jgc Wealth Management, LLC operates as an SEC-registered investment adviser based in Salem, OR. The firm has been registered since 2025. It reports $132 million in regulatory assets under management and employs 3 people.
Jgc Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Katie Marie Fallin Control | Member | 25-50% | 2026 |
| Michael Andrew Blanchard Control | Managing Member, Chief Compliance Officer | Over 75% | 2019 |
Frequently asked questions
How much does Jgc Wealth Management, LLC manage?
Jgc Wealth Management, LLC reports $132 million in regulatory assets under management on its Form ADV.
How many employees does Jgc Wealth Management, LLC have?
Jgc Wealth Management, LLC reports 3 employees.
Where is Jgc Wealth Management, LLC located?
Jgc Wealth Management, LLC is based in Salem, OR and has been SEC-registered since 2025.
Does Jgc Wealth Management, LLC disclose fund performance?
Jgc Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 250 Church Street SE, Ste 100, Salem, OR 97301 |
| Phone | 503-390-7880 |
| Fax | 503-390-0812 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$132M▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$132Mregulatory AUM
Discretionary $109MNon-discretionary $23M