A complete list of active advisors currently associated with JCG Advisory Group, LLC

Warmer can help you find a great advisor at JCG Advisory Group, LLC or one who fits your needs even better.

JCG Advisory Group, LLC is an independent, state-registered investment adviser that provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, small businesses, and charitable organizations. Services include separately managed accounts, coordination with unaffiliated sub-advisers when appropriate, and planning advice covering retirement, estate, tax, and charitable giving. The firm emphasizes a risk-first, tax-aware, fee-based approach and uses a third‑party risk‑profiling tool to quantify client risk tolerance and construct customized portfolios of stocks, bonds, ETFs and alternative investments. Investment implementation can include a wide range of strategies — including options, short sales and borrowing on margin — and the firm discloses use of quantitative analytics and certain AI tools to support decision‑making and monitoring. Compared with many peers, the firm has several atypical affiliations and offerings: it is affiliated with a commodity‑trading entity and with an insurance agency through which clients may be offered life, health, or disability products, and it operates a separate financial‑wellness app and community. These relationships, together with the firm’s practice of serving charitable organizations and employing sub‑advisers, are disclosed in the brochure and may broaden the services and referral options available to clients.

To learn more about the advisors currently working at JCG Advisory Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.