Christopher Jones is a CFP® professional with 14 years of experience in the financial services industry. He currently serves as an advisor at JGP Wealth Management, LLC and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Outside of his advisory role, he is also active as a musician in Portland, OR. JGP Wealth Management oversees approximately $1.2 billion in discretionary assets and offers comprehensive portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, pension plans, and business entities. The firm employs a fiduciary-oriented, tailored investment approach that integrates fundamental and technical analysis across multiple strategies and asset-allocation categories.

Michelle Benedict is a financial advisor at JGP Wealth Management, LLC with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including JP Morgan Chase Bank, N.A., J.P. Morgan Securities, and First Republic Securities Company, LLC. JGP Wealth Management provides investment advisory and planning services to individual and institutional clients, including high net worth individuals, trusts, pension plans, corporations, and state and municipal government entities. The firm employs a multi-strategy investment approach, combining fundamental and technical analysis across various asset-allocation and risk categories, and is notable for its inclusion of municipal debt securities and specialized corporate and tax-related planning services.

Shannon Jones is a CFP® and CFA® with eight years of industry experience. She has worked at JGP Wealth Management, LLC since 2018 and previously spent six years at BNY Mellon Wealth Management. Jones holds Series 63 and Series 66 licenses. JGP Wealth Management serves individual and institutional clients, including high net worth individuals, trusts, pension plans, corporations, and government entities. The firm employs a multi-strategy investment approach and offers comprehensive planning services that incorporate specialized corporate and tax-related analysis, with a client focus that includes municipal government entities and the use of municipal debt securities.