Katelyn Kalomiris
JGP Wealth Management · Phoenix, Arizona
Katelyn Kalomiris is a fee-only financial advisor at JGP Wealth Management in Phoenix, Arizona, who holds the CFP credential. 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 | Phoenix, Arizona |
| 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ · CRD 7082253 |
| Exams passed | Series 66 (2019) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | jgpwealth.com |
How Katelyn'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 Katelyn
Is Katelyn Kalomiris a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Katelyn 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 Katelyn charge for financial advice?
Katelyn's firm, JGP Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Katelyn Kalomiris based?
Katelyn Kalomiris is based in Phoenix, Arizona.
What credentials does Katelyn Kalomiris hold?
Katelyn Kalomiris holds the CFP credential.
Is Katelyn Kalomiris registered with the SEC?
Yes. Katelyn Kalomiris is registered as an investment adviser representative in AZ (CRD 7082253), 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 Katelyn Kalomiris?
Through Katelyn'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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