Wes McCrimmon (CRD# 5565324) is an Investment Advisor Representative working at Jcg Advisory Group, LLC in Bozeman, MT and has over 15 years of experience in the finance industry.
CRD# 2908846
Yellowstone Investment Planners, Inc.
CRD# 5596559
D.a. Davidson & Company
CRD# 2334349
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jcg Advisory Group, LLC | Boseman, MT | Aug 2019 - Current | 4 |
| Lpl Financial LLC | Bozeman, MT | Jun 2017 - Current | 6 |
| Opportunity Bank Of Montana | Bozeman, MT | Jun 2017 - Current | 6 |
| Ncompass Partners | Bozeman, MT | Feb 2016 - Apr 2017 | 1 |
| Golden Helix | Bozeman, MT | Sep 2015 - Jan 2016 | < 1 |
| Fs2 Capital Partners, LLC | Philadelphia, PA | Apr 2014 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2017 |
- MT
-
Total Assets Under Management21MILLIONS
-
Total Number of Accounts139ACCOUNTS
-
Average Account Value$148,976
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
ID, MT
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