Andrew James Bennison
Investment adviser representative at JGP Wealth Management, LLC
10 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
10 years in the industry.
- JGP Wealth Management, LLCJun 2021 to now
- Indian Creek Golf CourseJun 2020 to Jan 2021
- The Greenbrier CompaniesMay 2019 to Jun 2021
- Shubin LawDec 2018 to Aug 2019
- Penn State LawMay 2018 to Sep 2018
- Pennsylvania State UniversitySep 2017 to Jun 2021
- Portland Running CompanyFeb 2016 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (OR, TX).
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
- 7592748
- Firm CRD
- 290694