Morgan Stanley
46yrs
Top advisor by experience in Long Beach
27yrs
Jon Wayne Bemis
Financial advisor at CLG
At a glance
Experience27 years (since 1999)
How that compares ?Top 23% by experience nationwide
Office4821 E 2nd Street, Long Beach, CA 90803
FirmCLG
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
States licensed ?1 state
Services through CLG
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- 2023 – nowCLG LLCCurrent firm
- Jun 2023 – Dec 2023Cetera Investment Advisers LLCPreviously
- 2001 – 2023Cetera Wealth Services, LLCPreviously
Questions to ask Jon
Tailored to Jon’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jon
How do I contact Jon?
Call CLG at (310) 329-5150 and ask for Jon Wayne Bemis. Jon works from the Long Beach, CA office.
How long has Jon been a financial advisor?
Jon has been in the industry since 1999, about 27 years. Top 23% by experience nationwide.
What licenses does Jon hold?
Series 63. Tap any license on this page to see what it allows.
Is Jon a fiduciary?
Jon is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Jon paid?
CLG reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Jon for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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