Jon Bemis is a CFP-designated registered investment advisor at Clg LLC, based in Long Beach, CA, with 26 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 1,448 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum annual fee charged will not exceed 2.50% and is negotiable.
Fee Estimator
Location
4821 E 2nd Street, Long Beach, CA, 90803
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 Activities
Jon is a sole proprietor of Jon W. Bemis, CPA, providing tax and accounting services since 1992. This takes about a quarter of his time, with most of the hours occurring during trading hours.
Employment History
Current Registrations
Clg LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
H.D. Vest Investment Securities, INC.Broker
State Registrations1 state
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.
Exams
More Advisors
- Rahamin Suares, CFPLPL Financial LLC
- Robert Price, CFPProsperity Wealth Planning LLC
- Tristin Redmon, CFPLPL Financial LLC
- Ruben Cisneros, CFPSeacrest Wealth Management, LLC
- David Ross, CFPRoss Financial Group
- Jerry Sheby, CFPLPL Financial LLC