Catherine Jetta Miller
Investment adviser representative at JGP Wealth Management, LLC
11 yearsExperience
1 stateRegistered 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, LLCJun 2025 to now
- Wealth Enhancement Advisory ServicesApr 2025 to Jun 2025
- Wealth Enhancement GroupJul 2024 to Jun 2025
- Rock House FinancialJan 2024 to Jul 2024
- The Buckner CompanyMay 2023 to Jul 2023
- Utah State UniversityAug 2021 to May 2024
- Tri UtahAug 2021 to Mar 2024
- Church of Jesus Christ of Latter Day SaintsJan 2020 to Aug 2021
- Utah State UniversityAug 2019 to Dec 2019
- Davis High SchoolAug 2014 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 7044270
- Firm CRD
- 290694