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Jake Withnell

Financial Advisor

JGP Wealth Management

United States, Oregon, Portland

About Me

Jake has been with JGP since 2018. Prior to his joining the team, he worked primarily in the accounting field as a Certified Public Accountant with KPMG, auditing financial statements and assisting businesses and individuals with tax returns while working at Eide Bailly. Jake utilizes this detail-oriented experience to now play a key role in JGP’s portfolio management process, building and analyzing financial models and conducting client cash flow analysis. Growing up in the Willamette Valley, Jake has deep roots in the Northwest. He earned his bachelor’s degree in accounting and finance from Eastern Washington University. He also played tight end for the Eastern Washington University Eag

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Profile Information

Financial Advisor

JGP Wealth Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Portland

Oregon

United States

Jan 10, 2025

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