Jon
Goldstein

First Republic Investment Management, Inc

CRD#2163575
Investment Advisor
in Menlo Park, CA

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About this Advisor

Jon Goldstein is a financial advisor operating in Menlo Park, California with 8 years of relevant experience. Goldstein is an employee of First Republic Investment Management, Inc. Over the course of their career, they have held roles at Constellation Wealth Advisors, First Republic Investment Management, Inc and First Republic Securities Company, LLC. Goldstein maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in California, Florida and Massachusetts. First Republic Investment Management, Inc is an advisory business operating out of San Francisco, CA. The company has offices in 37 locations and a total of 1,165 advisors. It manages $140 billion in assets under management among its 84,774 accounts, placing it among the largest firms in the nation by assets under management. The firm serves 393 charitable organizations. Of its 84,774 customer accounts, 43% are held by high-net-worth clients who have more than $1 million in assets. The advisory firm provides a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees usually are based on the type of services provided. However, fee types billed by First Republic Investment Management, Inc may include asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees, Others

Office Location

2500 Sand Hill Road Suite 200
Menlo Park, CA 94025

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First Republic Investment Management, Inc Brokerage Details

Total Assets Under Management

$139,511,326,231

CA Average: $7,578,581,321
Total Number of Employees

1,165

CA Average: 43
Total Number of Accounts

84,774

CA Average: 3,727
Average Account Size

$1,645,685

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Jon Goldstein Work History

Jon has been registered as a financial advisor for 8 years.*

2017 - Present (7 years)

First Republic Investment Management, Inc

2017 - Present (7 years)

First Republic Securities Company, LLC

2015 - 2017 (2 years)

First Republic Investment Management, Inc

2015 - 2017 (2 years)

First Republic Securities Company, LLC

2008 - 2015 (7 years)

Constellation Wealth Advisors

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jon Goldstein to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at First Republic Investment Management, Inc

Lewis Mai
New York, NY
Christina Wolfe
Newport Beach, CA
Tracey Graziosa
New York, NY
Leland Mindnich
Wellesley Hills, MA
Mark Beatini
New York, NY
Mark Palmer
San Francisco, CA
John Garofalo
Los Angeles, CA
Alec Feinstein
Los Angeles, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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