David Paustian
JGP Wealth Management · Portland, Oregon
David Paustian is a fee-only financial advisor at JGP Wealth Management in Portland, Oregon. JGP Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | JGP Wealth Management |
|---|---|
| Based in | Portland, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.43B across 3,335 accounts |
| SEC registration | Investment adviser representative in CA, OR, TX · CRD 2376884 |
| Exams passed | Series 63 (1993) · Series 65 (1994) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | jgpwealth.com |
| Profile |
How David's firm compares
- JGP Wealth Management's average account is about $429,000, from its Form ADV (assets managed divided by 3,335 accounts).
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Questions about David
Is David Paustian a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and JGP Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, JGP Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Paustian based?
David Paustian is based in Portland, Oregon.
Is David Paustian registered with the SEC?
Yes. David Paustian is registered as an investment adviser representative in CA, OR and TX (CRD 2376884), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does JGP Wealth Management manage?
JGP Wealth Management reports $1.43B across 3,335 accounts in assets under management.
How do I contact David Paustian?
Through David's website, jgpwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- JGP Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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