JCG ADVISORY PARTNERS

Fiduciary, Jon C. Goodman, founded JCG Advisory Partners-an independent investment firm headquarterd in Bozeman, Montana-to help private individuals, families, and foundations safely bridge the gap between where they are financially and where they would like to be. Jon is a long standing member of the Investments & Wealth Institute, has earned the prestigious Certified Private Wealth Advisor® designation, and is Series 66 licensed. He completed his undergraduate and graduate degrees at Duke and Georgetown Universities respectively and holds certificates in Writing from Stanford University and Private Wealth Management from the University of Chicago's Booth School of Business. Jon is also the founder of the personal finance app, millionaireME, designed to help individuals from all walks of life service debt, fund their emergency accounts, and invest toward both short and long term financial goals. Jon lives in Bozeman, MT with his wife, Ceci, with whom he enjoys time with their five..

Also known as: JCG Advisory Partners LLC, Jon & Company

Primary location: Bozeman United States