Kevin Sanger
JGP Wealth Management · Portland, Oregon
Kevin Sanger 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 2794574 |
| Exams passed | Series 63 (1996) · Series 65 (1996) |
| Firm size | 23 employees |
| Disclosures | Reported; see the SEC record |
| Website | jgpwealth.com |
| Profile |
How Kevin'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 Kevin
Is Kevin Sanger a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin 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 Kevin charge for financial advice?
Kevin's firm, JGP Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kevin Sanger based?
Kevin Sanger is based in Portland, Oregon.
Is Kevin Sanger registered with the SEC?
Yes. Kevin Sanger is registered as an investment adviser representative in CA, OR and TX (CRD 2794574), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
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 Kevin Sanger?
Through Kevin'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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