Katie Fallin
JGC Tax & Wealth Management · Salem, Oregon
Katie Fallin is a fee-only financial advisor at JGC Tax & Wealth Management in Salem, Oregon. JGC Tax & Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | JGC Tax & Wealth Management |
|---|---|
| Based in | Salem, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $132.0M across 495 accounts |
| SEC registration | Investment adviser representative in CA, OR · CRD 6838242 |
| Exams passed | Series 65 (2019) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | app.modestspark.com/usersecurity/login?domain=jgcwealth.com |
How Katie's firm compares
- JGC Tax & Wealth Management's average account is about $267,000, from its Form ADV (assets managed divided by 495 accounts).
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Questions about Katie
Is Katie Fallin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Katie holds no broker registration, and JGC Tax & Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Katie charge for financial advice?
Katie's firm, JGC Tax & Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Katie Fallin based?
Katie Fallin is based in Salem, Oregon.
Is Katie Fallin registered with the SEC?
Yes. Katie Fallin is registered as an investment adviser representative in CA and OR (CRD 6838242), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does JGC Tax & Wealth Management manage?
JGC Tax & Wealth Management reports $132.0M across 495 accounts in assets under management.
How do I contact Katie Fallin?
Through Katie's website, app.modestspark.com/usersecurity/login?domain=jgcwealth.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
- 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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