A complete list of active advisors currently associated with JG Wealth Management, LLC

Warmer can help you find a great advisor at JG Wealth Management, LLC or one who fits your needs even better.

JG Wealth Management provides advisory services primarily to individual clients, along with charitable organizations and business entities, through defined programs labeled Wealth Builder and Wealth Management. Services listed in the brochure include financial planning and investment management as well as tax preparation and estate planning/document drafting, consistent with common individual portfolio management and percentage-of-AUM billing practices. The firm says it tailors plans and may use model allocations, offering both discretionary and non-discretionary management and periodic reviews at least quarterly. Its stated methods combine fundamental, quantitative, technical analysis and modern portfolio theory, and it implements a wide range of strategies — including long- and short-term trading, options, margin and short sales — and invests across mutual funds, ETFs, REITs, TIPS, non-U.S. securities and venture capital funds. What is noteworthy is that, despite the firm’s small scale (one primary advisor and modest assets under management), the brochure discloses that JG Wealth Management acts as sponsor and portfolio manager for a wrap fee program, an arrangement relatively uncommon for firms of this size. The brochure also highlights bundled service elements that go beyond typical small advisory practices — for Wealth Management clients it includes tax services and estate document drafting with unlimited revisions and an annual attorney consultation.

To learn more about the advisors currently working at JG Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.