Jcg Advisory Group, LLC

Jcg Advisory Group, LLC (CRD# 283746) is a financial advisory firm headquartered in Bozeman, MT. They manage $20,707,672 in 139 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
389 South Ferguson Avenue, Suite 217, Bozeman, MT 59718
http://www.joncgoodman.com
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    139
    ACCOUNTS
  • Average Account Value
    $148,976
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
The map below shows states where this firm has explicit registration only.

ID, MT

Financial Advisors at Jcg Advisory Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jon Goodman, financial advisor Bozeman MT
Jon C. Goodman
CRD#: 5065832
389 South Ferguson Avenue, Suite 219, Bozeman, MT 59718

Jon Goodman (CRD# 5065832) is an Investment Advisor Representative working at Jcg Advisory Group, LLC in Bozeman, MT and has over 14 years of experience in the finance industry.

2
Wes McCrimmon, financial advisor Bozeman MT
Wes McCrimmon
CRD#: 5565324
389 South Ferguson Avenue, Suite 217, Bozeman, MT 59718

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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