# JGC Tax & Wealth Management

JGC Tax & Wealth Management is a null.

## Overview

- **Organization type:** null
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 165770
- **SEC file number:** 801-131726
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/165770

## About

JGC TAX & WEALTH MANAGEMENT is an SEC-registered investment adviser in Salem, OR, registered since 2025. The firm manages $132 million in assets, with $109 million on a discretionary basis. It has 3 employees and 3 investment advisers.

## Questions

### How does JGC Tax & Wealth Management structure its investment approach?

The firm uses a tax-aware investment strategy, balancing asset allocation with tax implications. Portfolios are built around client goals, including equities, fixed income, and alternative assets, with an emphasis on capital gains minimization.

### What is the firm's geographic footprint?

The firm's headquarters location is not publicly listed. It serves clients within the United States, possibly on a regional basis.

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Last updated: 2026-06-03T20:00:00.000Z

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