Jason Gong
Jason Gong is a CFP, ChFC-designated registered investment advisor at Lifelong Wealth Management Group, LLC, based in Lake Oswego, OR, with 24 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 187 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.65% |
In certain circumstances, fees may be negotiable.
Fee Estimator
Location
5 Centerpointe Drive, Suite 400, Lake Oswego, OR, 97035
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason operates Lifelong Wealth Management for fixed insurance and securities business. He also owns Indevor Consulting, a web hosting and commercial real estate loan consulting business, dedicating a few hours per week. Additionally, Jason is the President of Northwest Spine Foundation, consulting on business matters and facilitating events for about an hour per week.
Employment History
Current Registrations
Lifelong Wealth Management Group, LLC
Previous Registrations
Cetera Advisors LLCBroker
Cetera Advisors LLC
Pacific West Financial Consultants INC
Pacific West Securities, INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Banc of America Investment Services, INC.Broker
Columbia Management Distributors, INC.Broker
Columbia Financial Center IncorporatedBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.