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JG Wealth ManagementFinancial advisor in Aliso Viejo, CA

JG Wealth Management is a financial advisor at 15 Enterprise Ste 250 Office 203, Aliso Viejo, CA 92656, ranked #34 of 106 wealth managers in Aliso Viejo and rated 5.0 from 4 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Aliso Viejo, CAUpdated 0 paid placements in any rankingHow we rank

Call (800) 428-4843Website ↗

Key facts

Key facts about JG Wealth Management
Address15 Enterprise Ste 250 Office 203, Aliso Viejo, CA 92656Get directions
Phone(800) 428-4843
Websitejg-wm.com
HoursMonday to Friday: 9 AM – 6 PM
Google rating5.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name

Service area

Serves Aliso Viejo and 11 towns within 25 miles: Laguna Woods, Laguna Hills, Mission Viejo, Laguna Beach, Laguna Niguel, Lake Forest, Ladera Ranch, San Juan Capistrano, Irvine, Foothill Ranch and Rancho Santa Margarita.

Based in Aliso Viejo, CAView on map

Opening hours

Opening hours for JG Wealth Management
DayHours
Monday9 AM – 6 PM
Tuesday9 AM – 6 PM
Wednesday9 AM – 6 PM
Thursday9 AM – 6 PM
Friday9 AM – 6 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about JG Wealth Management

How is JG Wealth Management ranked in Aliso Viejo?

JG Wealth Management is ranked #34 of 106 wealth managers in Aliso Viejo by RFA Score, with 63 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are JG Wealth Management’s hours?

JG Wealth Management is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 6 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does JG Wealth Management serve?

Serves Aliso Viejo and 11 towns within 25 miles: Laguna Woods, Laguna Hills, Mission Viejo, Laguna Beach, Laguna Niguel, Lake Forest, Ladera Ranch, San Juan Capistrano, Irvine, Foothill Ranch and Rancho Santa Margarita. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about JG Wealth Management?

JG Wealth Management has a rating of 5.0 from 4 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact JG Wealth Management?

Call JG Wealth Management on (800) 428-4843. The business is at 15 Enterprise Ste 250 Office 203, Aliso Viejo, CA 92656. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

JG Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
JG Wealth Management (this business)—635.0 (4)NoNo
Periscope Wealth Advisors#32634.8 (25)NoNo19.7 mi

See all 106 ranked wealth managers in Aliso Viejo