Jason A. Gong

LIFELONG WEALTH MANAGEMENT GROUP

Lake Oswego, OR 97035

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CRD#: 2684816

Professional summary

Jason Adam Gong, CFP® is a registered financial advisor currently at LIFELONG WEALTH MANAGEMENT GROUP, LLC located in Lake Oswego, Oregon.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Jason has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. LIFELONG WEALTH MANAGEMENT, DBA FOR FIXED INSURANCE AND SECURITIES BUSINESS. 2. INDEVOR CONSULTING; START 01/01/03; WEB HOSTING AND DEVELOPMENT, COMMERCIAL REAL ESTATE LOAN CONSULTING; OWNER; 5HR/WK; $15000/YR; 3. NORTHWEST SPINE FOUNDATION, NOT INVESTMENT RELATED, 19260 SW 65TH AVENUE, SUITE 270, TUALATIN, OR 97062, EDUCATION IN THE FIELD OF SPINAL/NEURO SURGERY, START FEBRUARY 2014, ONE HOUR PER WEEK - NOT DURING TRADING HOURS, PRESIDENT, CONSULTING ON BUSINESS MATTERS SUCH AS BEST PRACTICES IN SURGICAL AND PRIVATE PRACTICE, AND FACILITATING EVENTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Adam Gong's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

March 29, 2018 - Present

LIFELONG WEALTH MANAGEMENT GROUP, LLC

Office #1: 5 Centerpointe Drive Suite 400, Lake Oswego, OR 97035

RIA

CRD#: 291661

Lake Oswego, OR

Past

February 28, 2012 - April 10, 2018

CETERA ADVISORS LLC

RIA

CRD#: 10299

LAKE OSWEGO, OR

Past

February 28, 2012 - April 10, 2018

CETERA ADVISORS LLC

CRD#: 10299

LAKE OSWEGO, OR

Past

November 10, 2008 - February 28, 2012

PACIFIC WEST FINANCIAL CONSULTANTS INC

RIA

CRD#: 108728

RENTON, WA

Past

October 31, 2008 - February 28, 2012

PACIFIC WEST SECURITIES, INC.

CRD#: 6390

LAKE OSWEGO, OR

Past

September 18, 2008 - October 31, 2008

WELLS FARGO INVESTMENTS, LLC

RIA

CRD#: 10582

BEAVERTON, OR

Past

June 20, 2008 - October 31, 2008

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

BEAVERTON, OR

Past

December 18, 2006 - June 20, 2008

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

LAKE OSWEGO, OR

Past

May 12, 2005 - October 2, 2006

BOFA DISTRIBUTORS, INC.

CRD#: 30683

PORTLAND, OR

Past

August 14, 2001 - January 18, 2005

COLUMBIA FINANCIAL CENTER INCORPORATED

CRD#: 23562

PORTLAND, OR

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(7/31/2018)

IAR

Oregon
(3/29/2018)

IAR

Texas
(2/26/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/17/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/8/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 4/10/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/4/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/13/2001

Investment Company Products/Variable Contracts Representative Examination

Current Firm

LIFELONG WEALTH MANAGEMENT GROUP, LLC

LIFELONG WEALTH MANAGEMENT | LIFELONG WEALTH MANAGEMENT, LLC | LIFELONG WEALTH MANAGEMENT GROUP, LLC

CRD#: 291661 / SEC#:

California

Registered Investment Advisory firm - (7/31/2018 Approved)

Oregon

Registered Investment Advisory firm - (2/2/2018 Approved)

Texas

Registered Investment Advisory firm - (2/23/2024 Conditional Restricted)

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Contact information

Main Address

5 Centerpointe Drive Suite 400, Lake Oswego, OR 97035

Mailing Address

Phone number

(503) 747-6534

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	652
AUM (Assets Under Management)	$ 81,288,890

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jason A. Gong

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Adam Gong's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA ADVISORS LLC

CETERA ADVISORS LLC

PACIFIC WEST FINANCIAL CONSULTANTS INC

PACIFIC WEST SECURITIES, INC.

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

BANC OF AMERICA INVESTMENT SERVICES, INC.

BOFA DISTRIBUTORS, INC.

COLUMBIA FINANCIAL CENTER INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 9/17/2008

Series 63

Date: 10/8/2001

SIE

Date: 4/10/2018

Series 7

Date: 8/4/2008

Series 6

Date: 8/13/2001

Current Firm

LIFELONG WEALTH MANAGEMENT GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LIFELONG WEALTH MANAGEMENT GROUP, LLC

TRUST BUT VERIFY

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