JG
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
1 advisor
Number of Clients
51 clients
Average Client Portfolio
$498K average
Assets Under Management
$25.4M
Fee Structure
This brochure does not contain any fee information. Please refer to the firm's ADV Part 2A brochure for fee details.
Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Advisor Information
Office location
389 South Ferguson Avenue, Suite 219, Bozeman, MT, 59718
Get directionsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2007Settled
Employment History
Current Registrations
Jcg Advisory Group, LLC
August 2016 - Present · 9 yrs 5 mos
Previous Registrations
Independent Financial Partners
October 2011 - July 2016 · 4 yrs 9 mos
LPL Financial LLC Broker
October 2011 - July 2016 · 4 yrs 9 mos
Investment Centers of America, INC.
March 2010 - October 2011 · 1 yr 7 mos
Investment Centers of America, INC.Broker
March 2010 - October 2011 · 1 yr 7 mos
UBS Financial Services INC.
August 2006 - October 2007 · 1 yr 2 mos
UBS Financial Services INC. Broker
August 2006 - October 2007 · 1 yr 2 mos
Piper Jaffray & CO.
January 2006 - August 2006 · 7 mos
Piper Jaffray & CO. Broker
January 2006 - August 2006 · 7 mos
State Registrations2 states
IDMT
Advisor
Exams
No exam information available for this advisor.