Shannon Jones
JGP Wealth Management · Bend, Oregon
Shannon Jones is a fee-only financial advisor at JGP Wealth Management in Bend, Oregon, who holds the CFP and CFA credentials. 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 | Bend, 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 · CFA |
| SEC registration | Investment adviser representative in OR · CRD 5491774 |
| Exams passed | Series 63 (2010) · Series 66 (2010) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | jgpwealth.com |
How Shannon'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 Shannon
Is Shannon Jones a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Shannon 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 Shannon charge for financial advice?
Shannon's firm, JGP Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Shannon Jones based?
Shannon Jones is based in Bend, Oregon.
What credentials does Shannon Jones hold?
Shannon Jones holds the CFP and CFA credentials.
Is Shannon Jones registered with the SEC?
Yes. Shannon Jones is registered as an investment adviser representative in OR (CRD 5491774), 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 Shannon Jones?
Through Shannon'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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