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Jon Wayne Bemis

CLG LLC

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About Jon Wayne Bemis

Jon Wayne Bemis is a financial advisor with Clg Llc, a firm based in Long Beach, CA. Jon has been in the financial industry since 1999 and has experience working with both high-net-worth individuals and corporations. Jon specializes in providing financial planning, pension consulting, and portfolio management services. Jon also has experience working with charitable organizations. Jon is a Certified Financial Planner and a registered representative with the state of California.

Firm Information

Jon Bemis is currently registered with CLG LLC. CLG LLC is a registered investment advisor headquartered in Long Beach, CA. The firm provides financial planning, portfolio management for individuals and businesses, and pension consulting services. CLG LLC manages approximately $953 million in assets for a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
CLG LLC

4821 E 2ND STREET

LONG BEACH, CA 90803

$953.82M

Assets Under Management

Not reported

Total Clients

24

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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other

Recurring fee

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Jon Bemis’s Registration & Firm History

CA

09/28/2023 - Present

CLG LLC (LONG BEACH CA)

CA

01/19/2001 - 12/31/2023

CETERA ADVISOR NETWORKS LLC (LONG BEACH CA)

TX

11/03/1999 - 02/05/2001

H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)

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Licenses & Designations

BC

Issued 12/09/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/19/2001

Series 7 - General Securities Representative Examination

BC

Issued 11/02/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jon Wayne Bemis.
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