Advisor at JCG Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
JCG Advisory Group, LLC
Location
Bozeman, MT 59718
Credentials
Series 66
Industry experience
17 years
Jon Goodman is a financial advisor with JCG Advisory Group, LLC in Bozeman, MT, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at LPL Financial LLC and Independent Financial Partner. He is also involved with affiliated entities focused on life, health, disability insurance, and commodity trading. JCG Advisory Group provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, small businesses, and charitable organizations. The firm employs a quantified, risk-first investment approach that incorporates third-party analytics and limited AI tools, offering diversified portfolios that may include options, short sales, and margin strategies, with ongoing discretionary monitoring.
Based on JCG Advisory Group, LLC
Based on JCG Advisory Group, LLC
Financial planning flat fees: $750 for 0-3 hours; $1,250 for 3-6 hours
$0 - $1,000,000: 1.20% per annum $1,000,000 - $5,000,000: 1.00% per annum $5,000,000 - $10,000,000: 0.75% per annum $10,000,000+: 0.625% per annum
$300 per hour for financial planning services for engagements over 6 hours
Account minimum: $100,000 Fee-only: Financial planning fees: $750 flat fee for 0-3 hours; $1,250 flat fee for 3-6 hours; $300/hour for 6+ hours
389 South Ferguson Avenue, Suite 219
Bozeman, MT 59718
Idaho · Montana
JCG Life/Health/DI, LLC
2016 - Present (10 years)
JCG CTA, LLC
2016 - Present (10 years)
Jon C. Goodman RIA, LLC
2016 - Present (10 years)
Independent Financial Partner
2011 - 2016 (5 years)
LPL Financial
2011 - 2016 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Bozeman, MT
Watson House Investment Management, LLC
Series 63, Series 66
Bozeman, MT
Solid Rock Wealth Management
CFA®, Series 65
Bozeman, MT
Group W Investment Management LLC
Series 63, Series 65
Bozeman, MT
Montana Investment Advisors Inc
CFA®
Bozeman, MT
Arkell Asset Management, LLC
Series 63, Series 65
Bozemand, MT
Yellowstone Investment Planners, Inc.
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