John Patrick Gogolin

Advisor at Edward Jones — Roseburg, OR NW Newcastle St

Updated today

Credentials

Series 66

Experience

12 years

Location

Roseburg, OR 97471

Edward Jones logo

Edward Jones

Institution

Total advisors

24,179

Across 14,133 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

John Gogolin is a financial advisor at Edward Jones in Roseburg, OR, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014 and has concurrently worked at Umpqua Community College since 2009. Outside of advising, he owns and operates Gogolin Farms, where he is involved in farming activities including hauling hay, building fences, and animal care. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a large nationwide network of advisors and branch offices. The firm offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Inheritance planning

Occupation focus

Founder/Business Owner

Demographic focus

Widow/Widower

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Roseburg, OR NW Newcastle St

2030 NW Newcastle St

Roseburg OR 97471

Advisors at this office

1

Most active in

Oregon · Texas

Work history

12 years of industry experience

Edward Jones

2014 - Present • 12 years

St Louis, MO

Umpqua Community College

2009 - Present • 17 years

Roseburg, OR

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Dan J

Series 65

Roseburg, OR

DJ Financial

Dan Jones is a financial advisor at DJ Financial in Roseburg, OR, holding a Series 65 designation with 12 years of industry experience. He operates a CPA sole proprietorship providing tax consulting services alongside his advisory role and serves as a director on the board of Oregon Pacific Bank. DJ Financial offers investment management and financial planning services to individuals, small employer pension and profit-sharing plans, and corporate clients. The firm’s approach focuses on lower-cost investments with a long-term perspective and integrates tax and management accounting services through the principal’s active CPA practice.

General retirement planning Wealth management Income planning Tax strategies for small businesses Founder/Business Owner
user avatar

Justin B

Series 63, Series 65

Roseburg, OR

Littlejohn Financial Services Inc

Justin Bruggeman is a financial advisor at Littlejohn Financial Services Inc with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been with Littlejohn Financial Services since 2017, following a year at COUNTRY Capital Management Company. Outside of his advisory role, he is involved in insurance sales. Littlejohn Financial Services is an SEC-registered, team-based advisory firm serving individuals, trusts, estates, businesses, nonprofits, and employer retirement plans. The firm employs a long-term, fundamental-analysis investment approach and emphasizes client education through workshops and other outreach activities.

Concentrated stock management Founder/Business Owner Retired
user avatar

Matthew D

Series 65

Roseburg, OR

Littlejohn Financial Services Inc

Matthew Dickson is a financial advisor at Littlejohn Financial Services Inc with a Series 65 designation and four years of industry experience. Prior to joining Littlejohn Financial Services in 2021, he worked in the Roseburg and Glide School Districts from 2013 to 2021. Littlejohn Financial Services serves individuals, trusts, estates, businesses, pension and profit-sharing plans, and charitable organizations with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm offers customized portfolios managed primarily with a long-term orientation and provides no-cost financial workshops and seminars to clients.

Concentrated stock management Founder/Business Owner Retired
user avatar

Fred L

CFP®, Series 63, Series 66

Roseburg, OR

Littlejohn Financial Services Inc

Fred Littlejohn II is a CFP® professional with 24 years of industry experience. He is the principal owner of Littlejohn Financial Services Inc and previously spent 12 years with Bigfoot Investments. Outside of advisory work, he is a part owner of an industrial manufacturing business that produces protectors for lumber transport on rail cars. Littlejohn Financial Services is an SEC-registered advisory firm that serves individuals, trusts, estates, businesses, nonprofits, and employer retirement plans. The firm employs a team-based approach with a long-term, fundamental-analysis investment strategy and places emphasis on client education through workshops and a weekly financial radio program.

Concentrated stock management Founder/Business Owner Retired
user avatar

Wesley H

Series 66

Roseburg, OR

Littlejohn Financial Services Inc

Wesley Holt is a financial advisor with Littlejohn Financial Services Inc. in Salem, OR, holding a Series 66 designation and 16 years of industry experience. He has worked with Littlejohn and its related entities since 2013 and has been self-employed since 2009. Outside of advising, Holt serves as president of a bookkeeping and payroll services company and works as a health coach, spending several hours monthly coaching clients on weight loss. Littlejohn Financial Services serves individuals, trusts, estates, businesses, pension and profit-sharing plans, and charitable organizations with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm offers customized portfolios managed primarily with a long-term orientation and provides no-cost financial workshops and seminars to clients.

Concentrated stock management Founder/Business Owner Retired
user avatar

Cameron L

Series 66

Roseburg, OR

D.A. Davidson & Co.

Cameron Lawler is a Series 66-licensed financial advisor with D.A. Davidson & Co. in Roseburg, Oregon, where he has worked since 2016. He has 11 years of industry experience. Outside of his advisory role, he serves on the board of the Umpqua Valley Tennis Center and chairs the Umpqua Enhancement Fishing Derby, a nonprofit event focused on fundraising for fishing restoration in the Umpqua River Basin. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services from retirement plan advisory and equity research to comprehensive financial planning and private wealth programs, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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