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JCG ADVISORY GROUP, LLC
JON C. GOODMAN RIA, LLC
CRD 283746
161 W HALEY SPRINGS ROAD, SUITE 104, BOZEMAN, MT, 59718, United States
Phone
(855) 452-4552
Fax
(855) 452-4329
Registration
— (—)
Source
State registered
Total AUM
$33.7M
Discretionary AUM
$33.7M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 42 | $8.1M |
| High net worth individuals | 13 | $24.2M |
| Charitable organizations | 1 | $1.4M |
All web addresses on file
Official SEC filing: View on IAPD