JF
Jane Ferguson
LIFELONG WEALTH MANAGEMENT GROUP
Lake Oswego, OR 97035
Some features on this profile are disabled
CRD#: 7547676
JF
Professional summary
Jane Ferguson is a registered financial advisor currently at LIFELONG WEALTH MANAGEMENT GROUP, LLC located in Lake Oswego, Oregon.
Jane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jane has worked at 1 firm and has passed the Series 65 exam.
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jane Ferguson'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®
NoneExperience
Current
May 9, 2025 - Present
LIFELONG WEALTH MANAGEMENT GROUP, LLC
Office #1: 5 Centerpointe Drive Suite 400, Lake Oswego, OR 97035RIA
CRD#: 291661
Lake Oswego, 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(5/9/2025)
IAR
Oregon(5/9/2025)
Current Firm
LW
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)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
2
Regulatory assets under management
| Total Number of Accounts | 652 |
| AUM (Assets Under Management) | $ 81,288,890 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
