Jgc Tax & Wealth Management
DBA: Jgc Wealth Management, Llc
250 CHURCH STREET SE, STE 100, Salem, Oregon 97301
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
fees between JGC and its third-party service providers will not exceed 3% of assets under management. Clients are generally billed a single fee for both, depending JGC Wealth Management, LLC Page 8 of 17 on the agreement, from which we and the third-party are paid. Fees are deducted quar
Source: Form ADV Part 2 BrochureCompensation Transparency
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.