Kendra Elizabeth Biller
Investment adviser representative at JGP Wealth Management, LLC
11 yearsExperience
2 statesRegistered in
$1.4BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- JGP Wealth Management, LLCJan 2018 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Jan 2018
- Wells Fargo Advisors, LLCDec 2015 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (CA, OR).
JGP Wealth Management, LLC
$1.4BAssets managed
803Clients
18Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3233437
- Firm CRD
- 290694