Jason Adam Gong
Investment adviser representative at Lifelong Wealth Management Group, LLC
23 yearsExperience
3 statesRegistered in
CFP® certification, ChFC®Designations
$121.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Lifelong Wealth Management Group, LLCMar 2018 to now
- Indevor ConsultingJan 2003 to now
- Premier MortgageJun 2017 to Dec 2022
- Cetera Advisors LLCJan 2013 to Mar 2018
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 3 states (CA, OR, TX).
Lifelong Wealth Management Group, LLC
$121.7MAssets managed
187Clients
1Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2684816
- Firm CRD
- 291661