Our team leader, Jeff Paustian, who helped to establish the JGP Wealth Management in 2001, Jeff is responsible for much of the innovation behind our team’s investment strategy and our focus on client services. Nominated by our clients and his peers for his professionalism, he was recognized as a Five Star Wealth Manager by Portland Monthly Magazine, a Premier Wealth Advisor and Top Wealth Manager by the Portland Business Journal. He holds FINRA Series 7, 63, and 31 registrations; he serves as a member of the company’s Chairman’s Council.
A graduate of the University of Oregon, he began his financial career with U.S. Bancorp in 1989 and served at Merrill Lynch in Portland as Senior Vice President and Professional Sales Manager, where his duties ranged from training new advisors, executing day-to-day portfolio management, as well as developing and implementing business plans for the Oregon market.
He currently serves on both the Board of Directors for the Children’s Cancer Association, Arlington Club and the Central Catholic High School Endowment Board. He is also a mentor for the Harrington Family Foundation Oregon Community Quarterback Scholarship program and an active member of the Multnomah Athletic Club and Irvington Club.
Married for 28 years and a father of four who enthusiastically supports his children’s many activities and interests, Jeff also enjoys hiking, traveling, reading, and being outdoors.