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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Matrix Trust · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-14-2012
- Office Locations
- 1
Office Locations
About JGC TAX & Wealth Management
JGC Tax & Wealth Management (Salem, OR) provides integrated CPA and wealth management services, combining accounting, tax preparation/compliance, and investment/asset management with retirement planning for individuals and businesses. With CPAs who are also Investment Adviser Representatives, the firm emphasizes tax-aware portfolio and retirement guidance and works with custodians such as Schwab.
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Owner & Executives
MICHAEL ANDREW BLANCHARD
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #5477575
- Ownership
- 75% or more
Katie Marie Fallin
Investment Advisor Representative
- CRD
- #6838242
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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PAUL BRYAN CRAMER
--
- CRD
- #4700593
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $109,026,963 | $230,015 |
| Non-Discretionary | $23,003,213 | $1,095,391 |
| Total | $132,030,176 | $266,728 |
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Separately Managed Accounts
Total SMA Asset: $132,030,176
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $107,984,945 | 34.5% |
| Equity - Exchange | $25,352,987 | 8.1% |
| Cash | $104,541,947 | 33.4% |
| Other | $75,119,962 | 24.0% |
| Total | $312,999,841 | 100.0% |