Michael Blanchard has been Managing Member, Chief Compliance Officer of JGC Wealth Management since February 2019, is a control person of the firm and directly owns 75% or more of it.
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.
Michael Blanchard is Chief Compliance Officer and Adviser of JGC Tax and Wealth Management, based in Salem, Oregon. He has more than 25 years of experience in the Salem area with individual and business taxation, accounting, financial planning and investment advisory services, and helps clients with complex tax situations and ongoing wealth management.
Michael Blanchard’s longest registration is the current one, 13 years at JGC Wealth Management since 2012. Before joining JGC Wealth Management in 2012, Michael Blanchard was registered through The H Group, Inc.
- JGC Tax & Wealth ManagementCurrent– present · 13 yearsSalem, OR · Adviser representative · Firm CRD 165770
- The H Group, Inc.– · 4 yearsPortland, OR · Adviser representative · Firm CRD 106801
Professional designations
Listed by JGC Wealth Management
- Certified Public Accountant (CPA)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Michael Blanchard is registered as an investment adviser representative in 2 states. The first approvals date from November 2012; the most recent is California, in May 2016.
- CaliforniaSince 27 May 2016
- OregonSince 14 November 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 May 2008 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Michael Andrew Blanchard
- CRD
- 5477575
- Firm
- JGC Wealth Management · CRD 165770
- Role
- Managing Member, Chief Compliance Officer
- Office
- 250 CHURCH STREET SE, STE 100, Salem, OR 97301
- Registration
- Investment adviser registration
- In the industry since
- May 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- jgctaxandwealth.com
Where does Michael Blanchard work?
Michael Blanchard has been Managing Member, Chief Compliance Officer of JGC Wealth Management, LLC since February 2019, and is a control person of the firm.
Is Michael Blanchard a financial advisor?
Yes. Michael Blanchard has a current investment-adviser registration in California and Oregon, through JGC Wealth Management since November 2012.
How many years of experience does Michael Blanchard have?
Michael Blanchard has 18 years in the financial industry, since May 2008, across 2 adviser firms.
What exams has Michael Blanchard passed?
Michael Blanchard passed the Series 65 in May 2008.
Where is Michael Blanchard based?
Michael Blanchard’s registered office is in Salem, OR.
Is Michael Blanchard registered with FINRA?
No. Michael Blanchard has no current broker registration.
Is Michael Blanchard a CFP?
JGC Wealth Management lists Michael Blanchard with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Michael Blanchard’s record?
Search CRD 5477575 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Blanchard’s full registration record.
