Jason Gong has been Chief Compliance Officer, Managing Member of Lifelong Wealth Management Group since December 2017, is a control person of the firm and directly owns 75% or more of it.
Lifelong Wealth Management Group, LLC is a Lake Oswego, OR firm with $122M under management, 187 clients and 2 advisers across 2 offices, as of its June 2026 filing.
Jason Gong is Financial Professional of Lifelong Wealth Management Group. He began his career in investment management and marketing, holding positions at Bank of America and Wells Fargo. In 2008 he created Lifelong Wealth Management Group as a holistic financial platform that extends beyond specific industry silos.
Jason Gong’s longest registration is the current one, 8 years at Lifelong Wealth Management Group since 2018. Before joining Lifelong Wealth Management Group in 2018, Jason Gong was registered through Cetera Advisors LLC and Pacific West Financial Consultants Inc.
- – present · 8 yearsLake Oswego, OR · Adviser representative · Firm CRD 291661
- Cetera Advisors LLC– · 6 yearsLake Oswego, OR · Adviser representative · Firm CRD 10299
- Pacific West Financial Consultants Inc– · 3 yearsRenton, WA · Adviser representative · Firm CRD 108728
- Wells Fargo Investments, LLC– · under a yearBeaverton, OR · Adviser representative · Firm CRD 10582
Professional designations
Listed by Lifelong Wealth Management Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
Investment adviser representative registrations
Jason Gong is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from March 2018; the most recent is Texas, in February 2024.
- CaliforniaSince 31 July 2018
- OregonSince 29 March 2018
- TexasResidentSince 26 February 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 17 September 2008 |
| Series 7 | General Securities Representative Examination | 4 August 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 October 2001 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 13 August 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jason Adam Gong
- CRD
- 2684816
- Firm
- Lifelong Wealth Management Group · CRD 291661
- Role
- Chief Compliance Officer, Managing Member
- Office
- 5 CENTERPOINTE DRIVE, SUITE 400, Lake Oswego, OR 97035
- Registration
- Investment adviser registration
- In the industry since
- February 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- llwmg.com
Where does Jason Gong work?
Jason Gong has been Chief Compliance Officer, Managing Member of Lifelong Wealth Management Group, LLC since December 2017, and is a control person of the firm.
Is Jason Gong a financial advisor?
Yes. Jason Gong has a current investment-adviser registration in California, Oregon and Texas, through Lifelong Wealth Management Group since March 2018.
How many years of experience does Jason Gong have?
Jason Gong has 24 years in the financial industry, since February 2002, across 4 adviser firms.
What exams has Jason Gong passed?
Jason Gong has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in August 2001. FINRA credited Jason Gong with the SIE, which began in October 2018.
Where did Jason Gong work before Lifelong Wealth Management Group?
Before Lifelong Wealth Management Group, Jason Gong was registered through Pacific West Financial Consultants Inc, November 2008 to February 2012; Wells Fargo Investments, LLC, September 2008 to October 2008.
Where is Jason Gong based?
Jason Gong’s registered office is in Lake Oswego, OR.
Is Jason Gong registered with FINRA?
No. Jason Gong has no current broker registration.
Is Jason Gong a CFP?
Lifelong Wealth Management Group lists Jason Gong with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jason Gong’s record?
Search CRD 2684816 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Gong’s full registration record.