A complete list of active advisors currently associated with JPG Wealth Management

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

JPG Wealth Management is a small independent registered investment adviser that provides discretionary portfolio management, financial planning, and retirement plan sponsor services to individuals, high-net-worth clients, and qualified plans. The firm reports roughly $8.1–8.3 million in assets under management across about 32 client accounts and serves plan sponsors with both non‑discretionary (3(21)) and discretionary (3(38)) arrangements. The firm builds tailored portfolios after in-depth client interviews and uses a mix of fundamental and technical analysis, ongoing supervision, and periodic rebalancing to align with stated objectives and risk tolerances. For plan clients, JPG provides investment policy statement templates, quarterly quantitative and qualitative reviews of plan investment menus, and can perform overlay management of third‑party strategist models when elected. What is distinctive for a firm of this size is that the firm’s managing member also practices law and operates affiliated legal entities that provide estate‑planning services, a relationship the brochure discloses as a potential conflict of interest. The combination of solo‑practitioner scale with ERISA 3(38) discretionary plan‑management capabilities and active oversight of third‑party strategist models is less common among similar independent advisers.

To learn more about the advisors currently working at JPG Wealth Management, 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.

Name	Location	Years of experience
Joseph Giambrone	Marietta, GA	11

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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