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Inactive

Jane Ferguson

Lifelong Wealth Management Group, LLC

Lake Oswego, OR

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Current Employers
Lifelong Wealth Management Group, Llc

5 Centerpointe Drive Suite 400, Lake Oswego, OR 97035 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-05-09
OR RA APPROVED 2025-05-09
  • CA RA
    APPROVED
    Since 2025-05-09
  • OR RA
    APPROVED
    Since 2025-05-09

Branch Locations

5 Centerpointe Drive Suite 400, Lake Oswego, OR 97035 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lifelong Wealth Management Group, Llc Lake Oswego OR 11/2023 05/2025
Lifelong Wealth Management Group, Llc Lake Oswego OR 05/2025 Present
Doordash Portland OR 06/2020 08/2020
Gonzaga University Student Media Office Spokane WA 06/2021 12/2021
Ubs Group Ag Lake Oswego OR 05/2022 08/2022
Unemployed Lake Oswego OR 05/2015 06/2020
Gonzaga University Spokane WA 06/2019 11/2023
  • 11/2023 → 05/2025
    Lifelong Wealth Management Group, Llc
    Lake Oswego, OR
  • 05/2025 → Present
    Lifelong Wealth Management Group, Llc
    Lake Oswego, OR
  • 06/2020 → 08/2020
    Doordash
    Portland, OR
  • 06/2021 → 12/2021
    Gonzaga University Student Media Office
    Spokane, WA
  • 05/2022 → 08/2022
    Ubs Group Ag
    Lake Oswego, OR
  • 05/2015 → 06/2020
    Unemployed
    Lake Oswego, OR
  • 06/2019 → 11/2023
    Gonzaga University
    Spokane, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-02
  • S65 Uniform Investment Adviser Law Examination
    2025-05-02

View on SEC IAPD

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ANDREW GEORGE ROUNSAVELLE CARTER
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Nicholas Jacob Hubert
Catherine A Groff
MARCUS CHRISTIAN PARKER
JEFFREY DAVID KANTOR
JUSTIN PATRICK LINDSEY

Other Offices

PANORAMIC CAPITAL PARTNERS LLC · LAKE OSWEGO, OR
NORTHMARQ FUND MANAGEMENT, LLC · LAKE OSWEGO, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR
RBC CAPITAL MARKETS, LLC · Lake Oswego, OR
CWM, LLC · Lake Oswego, OR
LPL FINANCIAL LLC · LAKE OSWEGO, OR
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Lake Oswego, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR

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