Katie Fallin has held the title Member at JGC Wealth Management since January 2026, is a control person of the firm and directly owns between 25% and 50% of it. Katie Fallin holds a Bachelor of Science in Accounting from Linfield College.
JGC Wealth Management, LLC is a Salem, OR firm with $132M under management, 202 clients and 3 advisers in one office, as of its March 2026 filing.
Katie Fallin is Senior Accountant & Investment Advisor Representative of JGC Tax and Wealth Management, based in Salem, Oregon. She joined the firm in 2015 and has experience in retail management and client services. Fallin works in individual taxes, investment management and retirement planning.
- JGC Tax & Wealth ManagementCurrent– present · 7 yearsSalem, OR · Adviser representative · Firm CRD 165770
Investment adviser representative registrations
Katie Fallin is registered as an investment adviser representative in 2 states. The first approvals date from March 2019; the most recent is California, in November 2019.
- CaliforniaSince 5 November 2019
- OregonSince 6 March 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 February 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Katie Marie Fallin
- CRD
- 6838242
- Firm
- JGC Wealth Management · CRD 165770
- Role
- Member
- Office
- 250 CHURCH STREET SE, STE 100, Salem, OR 97301
- Registration
- Investment adviser registration
- In the industry since
- March 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- jgctaxandwealth.com
Where does Katie Fallin work?
Katie Fallin has held the title Member at JGC Wealth Management, LLC since January 2026, and is a control person of the firm.
Is Katie Fallin a financial advisor?
Yes. Katie Fallin has a current investment-adviser registration in California and Oregon, through JGC Wealth Management since March 2019.
How many years of experience does Katie Fallin have?
Katie Fallin has 7 years in the financial industry, since March 2019, across 1 adviser firm.
What exams has Katie Fallin passed?
Katie Fallin passed the Series 65 in February 2019.
Where is Katie Fallin based?
Katie Fallin’s registered office is in Salem, OR.
Is Katie Fallin registered with FINRA?
No. Katie Fallin has no current broker registration.
How can I verify Katie Fallin’s record?
Search CRD 6838242 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Katie Fallin’s full registration record.