Jason Gong
Lifelong Wealth Management Group · Lake Oswego, Oregon
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.
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Specialties
Who they serve
- Physicians
- Retirees
- Pre-retirees
- Executives
Facts
| Firm | Lifelong Wealth Management Group |
|---|---|
| Based in | Lake Oswego, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $121.7M across 187 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in CA, OR, TX · CRD 2684816 |
| Exams passed | Series 63 (2001) · Series 66 (2008) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.llwmg.com |
| Profile |
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Questions about Jason
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Lifelong Wealth Management Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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