# JGS Wealth Management, LLC

> JGS Wealth Management, LLC is a state-registered investment advisory firm in Colchester, CT, registered since 2011, with no regulatory assets under management reported in its Form ADV filing dated January 8, 2026.

- CRD: 154646
- Filed as: JGS WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Colchester, CT
- Filing period: October 2026
- Form ADV filing dated: January 8, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/154646
- AdvisorCensus page: https://advisorcensus.com/firm/jgs-wealth-management-llc-colchester-ct-154646

## Quick answers

**How is JGS Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), JGS Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is JGS Wealth Management, LLC located?**
JGS Wealth Management, LLC's principal office is in Colchester, CT, according to its Form ADV.

**Is JGS Wealth Management, LLC registered with the SEC or a state?**
JGS Wealth Management, LLC is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 154646.

**Does JGS Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/154646

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2011 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jgswealthmanagement.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. JGS Wealth Management, LLC (CRD 154646): Form ADV filing data as of October 2026.