Ryan Coffee
JGP Wealth Management · Portland, Oregon
Ryan Coffee is a fee-only financial advisor at JGP Wealth Management in Portland, Oregon, 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 | 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR · CRD 7474424 |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | jgpwealth.com |
How Ryan'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 Ryan
Is Ryan Coffee a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ryan 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 Ryan charge for financial advice?
Ryan's firm, JGP Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ryan Coffee based?
Ryan Coffee is based in Portland, Oregon.
What credentials does Ryan Coffee hold?
Ryan Coffee holds the CFP credential.
Is Ryan Coffee registered with the SEC?
Yes. Ryan Coffee is registered as an investment adviser representative in OR (CRD 7474424), 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 Ryan Coffee?
Through Ryan'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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