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Jon Christopher Goodman

JCG Advisory Group, LLC

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About Jon Christopher Goodman

Jon C. Goodman is an investment advisor representative with JCG Advisory Group, LLC, located in Bozeman, MT. Jon has been in the industry since 2006 and has experience working with various firms such as LPL Financial LLC and UBS Financial Services Inc. His expertise lies in providing financial planning and portfolio management services for individuals and businesses. Jon is registered in Idaho and Montana. He holds a Series 3, 7, and 66 license, and has a SIE designation.

Firm Information

Jon Goodman is currently registered with JCG Advisory Group, LLC. JCG Advisory Group, LLC is an investment advisor registered with the SEC and located in San Diego, California. The firm provides financial planning, selection of other advisors, and portfolio management for individuals and high net worth individuals. They have a total of 139 client accounts with approximately $20.71 million in assets under management.

$20.71M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jon Goodman’s Registration & Firm History

MT

08/24/2016 - Present

JCG Advisory Group, LLC (BOZEMAN MT)

MT

10/03/2011 - 07/12/2016

LPL FINANCIAL LLC (ENNIS MT)

MT

03/19/2010 - 10/03/2011

INVESTMENT CENTERS OF AMERICA, INC. (ENNIS MT)

MT

08/12/2006 - 10/09/2007

UBS FINANCIAL SERVICES INC. (BOZEMAN MT)

MT

01/05/2006 - 08/12/2006

PIPER JAFFRAY & CO. (BOZEMAN MT)

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Licenses & Designations

BOTH

Issued 03/05/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/12/2016

SIE - Securities Industry Essentials Examination

BC

Issued 03/18/2010

Series 7 - General Securities Representative Examination

BC

Issued 05/09/2007

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Jon Christopher Goodman. Review regulatory record here.
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