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
Jake Withnell
Financial Advisor
JGP Wealth Management
United States, Oregon, Portland
About Me
Profile Information
Financial Advisor
JGP Wealth Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Portland
Oregon
United States
Jan 10, 2025
More profiles to browse
Will Paustian
Financial Advisor
Sarinah Gigliotti
Financial Planning Associate
Andrew J. Bennison
Associate Advisor & Portfolio Management Strategist
JP
Jeff Paustian
Co-Founder & Chief Executive Officer
You Might Like
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
PM
Prtima MISHRA1
Software Engineer
PA TEST
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management