Jgc Tax & Wealth Management
Jgc Tax & Wealth Management is an SEC-registered mass-market adviser in Salem, OR with $132.0M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Jgc Tax & Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 165770, SEC 801-131726, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $132.0M (2026-03-17)
- Firm type
- Mass-Market Adviser
- Location
- Salem, OR
- Employees
- 3
- Clients
- 202
- CRD
- 165770
- Ownership
- BLANCHARD, MICHAEL, ANDREW; Fallin, Katie, Marie
How much AUM does Jgc Tax & Wealth Management have?
Jgc Tax & Wealth Management reported $132.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Jgc Tax & Wealth Management?
Disclosed owners and executives of Jgc Tax & Wealth Management include BLANCHARD, MICHAEL, ANDREW, Fallin, Katie, Marie. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.