{"url":"https://nivawealth.com/firms/jgc-wealth-management-165770","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/165770","regulatoryAum":132030176,"crd":"165770","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5477575","suffix":null,"lastName":"BLANCHARD","firstName":"MICHAEL","middleName":"ANDREW"},{"crd":"4700593","suffix":null,"lastName":"CRAMER","firstName":"PAUL","middleName":"BRYAN"},{"crd":"6838242","suffix":null,"lastName":"Fallin","firstName":"Katie","middleName":"Marie"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-03-26","regulatoryAum":108883277,"clients":215,"employees":3,"offices":1},{"filedOn":"2026-03-17","regulatoryAum":132030176,"clients":202,"employees":3,"offices":1}],"secFileNumber":"801-131726","legalName":"JGC Wealth Management, LLC","displayName":"JGC Wealth Management","slug":"jgc-wealth-management-165770","website":"https://jgctaxandwealth.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Oregon limited liability company","fiscalYearEnd":"December","headquarters":{"street":"250 Church Street Se, Ste 100","city":"Salem","state":"OR","stateName":"Oregon","country":"United States","postalCode":"97301"},"tradeNames":[],"registration":{"secApproved":"7 January 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":603951.7624309392,"staff":{"employees":3,"advisory":3,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":132030176,"discretionary":109026963,"discretionaryAccounts":474,"nonDiscretionary":23003213,"nonDiscretionaryAccounts":21,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":147,"regulatoryAum":36159883},{"label":"High-net-worth individuals","clients":34,"regulatoryAum":73155386},{"label":"Pension and profit-sharing plans","clients":21,"regulatoryAum":22362668},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":352239}],"feePrograms":[{"role":"main","program":"Asset Management","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020392","versionId":1020392,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-03-17","documentName":"ADV PART 2A","fee_rate_low":0.5,"fee_rate_high":1.4,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"ERISA 401(k) Plan Asset Fee","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020392","versionId":1020392,"submittedOn":"2026-03-17","documentName":"ADV PART 2A"},{"role":"other","program":"Retirement Plan Consulting","summary":"Basic plan consulting is $250 an hour; full-service plan fees typically range from $2,500 to $5,000, discounted for asset management clients.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020392","versionId":1020392,"submittedOn":"2026-03-17","documentName":"ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T14:36:43.130658+00:00","documents":[{"name":"ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020392","versionId":1020392,"submittedOn":"2026-03-17"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Omaha, NE","smaAssets":108713577},{"name":"Matrix Trust Company","shortName":"Matrix Trust","location":"Denver, CO","smaAssets":22151208}],"custodyNote":"JGC Wealth Management has custody of $39.9M for 87 clients.","otherCustodians":[],"leadership":[{"name":"Michael Blanchard","title":"Managing Member, Chief Compliance Officer","crd":"5477575"},{"name":"Katie Fallin","title":"Member","crd":"6838242"}],"ownership":[{"label":"Katie Fallin","detail":"Member in the 25% to 50% ownership band and a control person, since January 2026."},{"label":"Michael Blanchard","detail":"Managing member, chief compliance officer in the 75% or more ownership band and a control person, since February 2019."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Oregon","offices":1,"addresses":[{"street":"250 Church Street Se, Ste 100","city":"Salem","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"503-390-7880","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":3},{"label":"Securities issued by registered investment companies or business development companies","percent":94},{"label":"Cash and cash equivalents","percent":2},{"label":"Other","percent":1,"detail":"Annuities"}],"privateFunds":0},"sources":{"adv1FilingDate":"17 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/165770/PDF/165770.pdf","brochureDate":"17 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020392","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does JGC Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does JGC Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does JGC Wealth Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does JGC Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does JGC Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does JGC Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns JGC Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does JGC Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact JGC Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 17 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}