Jon Goodman is a registered investment advisor at Jcg Advisory Group, LLC, based in Bozeman, MT, with 17 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 56 clients with $34M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
56 clients
Average Client Portfolio
$602K average
Assets Under Management
$33.7M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.63% |
Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
389 South Ferguson Avenue, Suite 219, Bozeman, MT, 59718
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 2007Settled
Employment History
Current Registrations
Jcg Advisory Group, LLC
August 2016 - Present · 9 yrs 8 mos
Previous Registrations
Independent Financial Partners
October 2011 - July 2016 · 4 yrs 9 mos
LPL Financial LLCBroker
October 2011 - July 2016 · 4 yrs 9 mos
Investment Centers of America, INC.
March 2010 - October 2011 · 1 yr 7 mos
Investment Centers of America, INC.Broker
March 2010 - October 2011 · 1 yr 7 mos
UBS Financial Services INC.
August 2006 - October 2007 · 1 yr 2 mos
UBS Financial Services INC.Broker
August 2006 - October 2007 · 1 yr 2 mos
Piper Jaffray & CO.
January 2006 - August 2006 · 7 mos
Piper Jaffray & CO.Broker
January 2006 - August 2006 · 7 mos
State Registrations2 states
IDMT
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.