Lifelong Wealth Management Group, LLC

Lifelong Wealth Management Group, LLC (CRD# 291661) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $46,600,000 in 373 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
5 Centerpointe Drive, Suite 400, Lake Oswego, OR 97035
http://www.llwmg.com
By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    373
    ACCOUNTS
  • Average Account Value
    $124,933
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, OR, TX

Financial Advisors at Lifelong Wealth Management Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jason Gong, financial advisor Lake Oswego OR
Jason A. Gong
CRD#: 2684816
5 Centerpointe Drive, Suite 400, Lake Oswego, OR 97035

Jason Gong (CRD# 2684816) is an Investment Advisor Representative working at Lifelong Wealth Management Group, LLC in Lake Oswego, OR and has over 22 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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