Unclaimed Profile

Jon Christopher Goodman

JCG CONSULTING, INC.·BOZEMAN, Montana

SIE, Series 3, Series 7, Series 6620 years registeredJCG CONSULTING, INC.

389 SOUTH FERGUSON AVE., BOZEMAN, MT 59718CRD# 5065832Firm CRD# 299970

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jon Christopher Goodman · BOZEMAN, MT

Registration

CRD #5065832 · JCG CONSULTING, INC. · 20 years registered

Brand Profile

Not yet started

Career History

JCG ADVISORY GROUP, LLC

Aug 2016 – present

INDEPENDENT FINANCIAL PARTNERS

Oct 2011 – Jul 2016

Ennis, MT

INVESTMENT CENTERS OF AMERICA, INC.

Mar 2010 – Oct 2011

ENNIS, MT

UBS FINANCIAL SERVICES INC.

Aug 2006 – Oct 2007

BOZEMAN, MT

PIPER JAFFRAY & CO.

Jan 2006 – Aug 2006

BOZEMAN, MT

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 66

Registration record

First registered · January 11, 2006

Years registered · 20

Disclosure History

2007Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

JCG CONSULTING, INC.

CRD 299970 · SEC 801-114618

AUM

$2M

Regulatory assets under management

Employees

12 client accounts

Services offered by JCG CONSULTING, INC.

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at JCG CONSULTING, INC. →

Introduction

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Frequently Asked Questions

What services does Jon Christopher Goodman offer?

Jon Christopher Goodman specializes in Investment Management, Fee-Only Advisory. Contact their office in BOZEMAN, Montana for a consultation.

What are Jon Christopher Goodman's credentials?

Jon Christopher Goodman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jon Christopher Goodman located?

Jon Christopher Goodman is based in BOZEMAN, Montana, working with JCG CONSULTING, INC.. Their office serves clients in the BOZEMAN metropolitan area and surrounding communities.

How does Jon Christopher Goodman charge for services?

Jon Christopher Goodman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JCG CONSULTING, INC.?

JCG CONSULTING, INC. has approximately 2 employees and manages $2M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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