# Jason Gong

> Jason Gong is a fee-only financial advisor at Lifelong Wealth Management Group in Lake Oswego, Oregon, who holds the CFP and ChFC credentials. Jason focuses on retirement planning, estate & legacy planning and tax planning. Lifelong Wealth Management Group reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/jason-gong/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Lifelong Wealth Management Group
- **Based in:** Lake Oswego, Oregon
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $121.7M across 187 accounts
- **Credentials:** CFP, ChFC
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Small business owners, Physicians & residents
- **Works with:** Physicians, Retirees, Pre-retirees, Executives
- **CRD:** 2684816 (https://adviserinfo.sec.gov/individual/summary/2684816)
- **SEC registration:** Investment adviser representative in CA, OR, TX
- **Exams passed:** Series 63 (2001), Series 66 (2008)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.llwmg.com

## Frequently asked questions

### Is Jason Gong a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Lifelong Wealth Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jason charge for financial advice?

Jason's firm, Lifelong Wealth Management Group, reports charging a percentage of assets on its SEC Form ADV.

### Where is Jason Gong based?

Jason Gong is based in Lake Oswego, Oregon.

### What does Jason specialize in?

Jason's specialties include retirement planning, estate & legacy planning, tax planning, small business owners and physicians & residents. Jason works with physicians, retirees, pre-retirees and executives.

### What credentials does Jason Gong hold?

Jason Gong holds the CFP and ChFC credentials.

### Is Jason Gong registered with the SEC?

Yes. Jason Gong is registered as an investment adviser representative in CA, OR and TX (CRD 2684816), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Lifelong Wealth Management Group manage?

Lifelong Wealth Management Group reports $121.7M across 187 accounts in assets under management.

### How do I contact Jason Gong?

Through Jason's website, www.llwmg.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2684816): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.llwmg.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.