Jon Christopher Goodman

Jcg Advisory Group, LLC

17 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & Coaching

Jcg Advisory Group, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

1 advisor

Number of Clients

51 clients

Average Client Portfolio

$498K average

Assets Under Management

$25.4M

Location

389 South Ferguson Avenue, Suite 219, Bozeman, MT, 59718

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History

Regulatory History (1)

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Customer Dispute

July 2007

Settled

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Employment History

Current Registrations

Jcg Advisory Group, LLC

August 2016 - Present · 9 yrs 6 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

Exams

No exam information available for this advisor.