JGC Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 101–250 clients last fiscal year.
JGC Wealth Management reports 202 clients. They include 147 individual clients, 34 high-net-worth individuals, and 21 pension and profit-sharing plans. Of its assets, 82.6% ($109M across 474 accounts) are managed with discretion; $23M across 21 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 73% | 27% |
| High-net-worth individuals | 17% | 55% |
| Pension and profit-sharing plans | 10% | 17% |
| Charitable organizations | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 147 | $36.2M | 27.4% | $246K |
| High-net-worth individuals | 34 | $73.2M | 55.4% | $2.15M |
| Pension and profit-sharing plans | 21 | $22.4M | 16.9% | $1.06M |
| Charitable organizations | Fewer than 5 | $352K | 0.3% | — |
| Total | 202 | $132M | 100% | — |
- Clients
- 147
- Regulatory AUM
- $36.2M
- AUM share
- 27.4%
- Avg. per client
- $246K
- Clients
- 34
- Regulatory AUM
- $73.2M
- AUM share
- 55.4%
- Avg. per client
- $2.15M
- Clients
- 21
- Regulatory AUM
- $22.4M
- AUM share
- 16.9%
- Avg. per client
- $1.06M
- Clients
- Fewer than 5
- Regulatory AUM
- $352K
- AUM share
- 0.3%
- Avg. per client
- —
Total
- Clients
- 202
- Regulatory AUM
- $132M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
JGC Wealth Management charges 0.50%–1.40% a year for its Asset Management. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- ERISA 401(k) Plan Asset Fee
- For ERISA 401(k) plans paid through partners, a breakpoint schedule runs from 0.70% to 0.30% of managed assets, negotiable above $10 million.
- Retirement Plan Consulting
- Basic plan consulting is $250 an hour; full-service plan fees typically range from $2,500 to $5,000, discounted for asset management clients.
Michael Blanchard owns 75% or more of JGC Wealth Management. The leadership team of JGC Wealth Management includes Chief Compliance Officer Michael Blanchard. It has 3 employees.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of JGC Wealth Management, LLC
Michael Blanchard
Control person · since February 2019
- Owns 25% to 50% of JGC Wealth Management, LLC
Katie Fallin
Control person · since January 2026
JGC Wealth Management’s regulatory assets grew from $109M (March 2025) to $132M (March 2026); clients fell from 215 to 202 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $132M | 202 | 3 | 1 |
| Mar 2025March 2025 | $109M | 215 | 3 | 1 |
Besides its headquarters, JGC Wealth Management has 0 offices, with 1 listed address in 1 state.
Oregon · 1 listed address
- 250 Church Street Se, Ste 100, SalemHQ
Contact and registration details
- Legal name
- JGC Wealth Management, LLC
- Headquarters
- 250 Church Street Se, Ste 100, Salem, OR 97301
- Website
- jgctaxandwealth.com
- Phone
- 503-390-7880
- SEC file
- 801-131726
- Structure
- Oregon LLC
- Fiscal year end
- December
JGC Wealth Management’s named custodians for separately managed accounts are Charles Schwab ($109M, 83%) and Matrix Trust ($22.2M, 17%). JGC Wealth Management has custody of $39.9M for 87 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Omaha, NE · $109M83%
- Matrix TrustMatrix Trust Company · Denver, CO · $22.2M17%
At year end, JGC Wealth Management’s separately managed accounts were mostly in funds (94%).
What the accounts hold
- Stocks3%
- Funds94%
- Cash2%
- Other1%
- Annuities1%
How many clients does JGC Wealth Management have?
JGC Wealth Management has 202 clients and manages $132 million for them, as of March 2026. They include 147 individual clients, 34 high-net-worth individuals, and 21 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 March 2026
What services does JGC Wealth Management offer?
JGC Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does JGC Wealth Management charge?
JGC Wealth Management charges 0.50%–1.40% a year for its Asset Management. The fee is billed in arrears and is negotiable.
Source: ADV PART 2A, filed 17 March 2026
Which custodians does JGC Wealth Management use?
JGC Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Omaha, NE), with $109M and Matrix Trust Company (Denver, CO), with $22.2M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 March 2026
How many financial advisors does JGC Wealth Management have?
JGC Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does JGC Wealth Management invest in?
At the end of its last fiscal year, JGC Wealth Management’s separately managed accounts held 94% registered funds (mutual funds, ETFs, BDCs), 3% exchange-traded equities, 2% cash and equivalents and 1% other. The 1% other category is described as: Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns JGC Wealth Management?
JGC Wealth Management’s direct owners are Katie Fallin (25% to 50%) and Michael Blanchard (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 17 March 2026
How does JGC Wealth Management get paid?
JGC Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact JGC Wealth Management?
JGC Wealth Management’s main office is at 250 Church Street Se, Ste 100, Salem, OR 97301. Its phone number is 503-390-7880. Its website is jgctaxandwealth.com.
