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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.

  1. JGP Wealth Management, LLCMar 2026 to now
  2. Fisher InvestmentsJan 2025 to Feb 2026
  3. UnemployedJun 2024 to Jan 2025
  4. Deepgram Inc.Mar 2020 to Jun 2024
  5. Ernst & YoungAug 2019 to Mar 2020
  6. 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
Advisor's SEC record (opens in a new tab)
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