JGS Wealth Management, LLC

Overview

JGS Wealth Management, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm’s stated practice focuses on financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. It reports operating as a capital allocator, which indicates it places client assets with external managers or allocates across different manager sleeves rather than relying solely on in-house proprietary strategies. Fee arrangements include a percentage-of-assets-under-management component and other fee types, suggesting the firm can deliver both discretionary portfolio management and advisory or planning engagements billed on alternative bases. The firm identifies an accounting affiliation, which typically points to a client base that includes small business owners or clients seeking integrated tax and financial planning. JGS Wealth Management, LLC is not designated as an active ESG investor and is not marked as a multistate adviser.

Assets & Accounts

Location & Offices