Lifelong Wealth Management Group, LLC

Jason Gong is a CFP® and ChFC® with 24 years of industry experience. He has worked at Lifelong Wealth Management Group, LLC since 2018 and previously held positions at Premier Mortgage and Cetera Advisors LLC. Outside of his advisory role, he serves as president of the Northwest Spine Foundation, where he consults on business matters and facilitates educational events in the field of spinal and neurosurgery. Lifelong Wealth Management Group provides discretionary investment management and financial planning primarily for individual and high-net-worth clients, as well as pension plans, trusts, estates, and small corporations. The firm combines top-down macroeconomic and technical trend analysis to manage client portfolios through longer-term preservation and shorter-term growth strategies, maintaining a hands-on approach with personalized portfolio customization.

Jane Ferguson is a financial advisor at Lifelong Wealth Management Group, LLC with a Series 65 credential and one year of industry experience. Her prior work includes roles at UBS Group AG and Gonzaga University, among others. Lifelong Wealth Management Group provides discretionary investment management and financial planning primarily for individual and high-net-worth clients, as well as pension plans, trusts, estates, and small corporations. The firm combines top-down macroeconomic analysis with technical trend analysis to manage portfolios that balance long-term preservation and short-term growth strategies.