William Estep Carmichael
Investment adviser representative at JGP Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.4BFirm assets
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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, LLCMar 2026 to now
- Fisher InvestmentsJan 2025 to Feb 2026
- UnemployedJun 2024 to Jan 2025
- Deepgram Inc.Mar 2020 to Jun 2024
- Ernst & YoungAug 2019 to Mar 2020
- University of OregonSep 2015 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 8030977
- Firm CRD
- 290694