Jon Goodman, financial advisor Bozeman MT

Jon Goodman

CRD Number: 5065832
Current Firm: Jcg Advisory Group, LLC

Jon Goodman (CRD# 5065832) is an Investment Advisor Representative working at Jcg Advisory Group, LLC in Bozeman, MT and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Jcg Life/health/di, LLC Bozeman, MT Oct 2016 - Current 5
Jon C. Goodman Ria, LLC Ennis, MT Jul 2016 - Current 5
Jcg Cta, LLC Bozeman, MT Jul 2016 - Current 5
Lpl Financial LLC Ennis, MT Oct 2011 - Jun 2016 4
Independent Financial Partner Ennis, MT Oct 2011 - Jun 2016 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2010
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jon C. Goodman
Phone Number: (406) 600-8584
Registered State(s):
  • FL
  • ID
  • MT
By the Numbers
  • Total Assets Under Management
    15
    MILLIONS
  • Total Number of Accounts
    111
    ACCOUNTS
  • Average Account Value
    $136,036
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, ID, MT

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