This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- UnisonMatrix vector +more
- Established Date
- 06-21-2016
- Office Locations
- 1
Office Locations
About JCG Advisory Group, LLC
JCG Advisory Group (Jon C. Goodman) provides integrated private-wealth advice for HNW individuals, families, and foundations in Montana and the Intermountain West. The firm pairs goal-based financial and estate planning with investment management focused on risk & portfolio management and tax-aware investing, and also supports insurance, charitable giving, and closely held business/executive stock option planning. Custody options include Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JON CHRISTOPHER GOODMAN
Chief Compliance Officer, Manager, Private Wealth Advisor
- CRD
- #5065832
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,685,554 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,685,554 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $33,685,554
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,439,376,071 | 29.8% |
| Cash | $1,159,229,050 | 24.0% |
| U.S. Government/Agency | $540,973,557 | 11.2% |
| Corporate - Investment Grade | $1,405,565,224 | 29.1% |
| Corporate - Non-Investment Grade | $284,977,141 | 5.9% |
| Total | $4,830,121,043 | 100.0% |