Jared
Schmidt

Goldman Sachs Personal Financial Management

CRD#5180603
Investment Advisor
in Atlanta, GA

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About this Advisor

Jared Schmidt is a financial advisor working out of Atlanta, Georgia with 2 years of industry experience. Schmidt works at Goldman Sachs Personal Financial Management. They have spent all of their career at Goldman Sachs Personal Financial Management. Schmidt has Series 66 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Georgia. Goldman Sachs Personal Financial Management is an advisory business operating out of Newport Beach, CA. The investment advisory business has offices in 87 locations and a total of 727 employees. It oversees $13 billion in assets under management among its 82,991 accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 153 charitable organizations. Of its 82,991 client accounts, 17% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Goldman Sachs Personal Financial Management provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. A financial advisor's fee schedules usually are based on which services the firm provides the client. Fees charged by Goldman Sachs Personal Financial Management likely consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees

Office Location

3414 Peachtree Road, N.E. Suite 600
Atlanta, GA 30326

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Goldman Sachs Personal Financial Management Brokerage Details

Total Assets Under Management

$13,178,742,322

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

727

GA Average: 43
Total Number of Accounts

82,991

GA Average: 3,727
Average Account Size

$158,797

GA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Jared Schmidt Work History

Jared has been registered as a financial advisor for 2 years.*

2005 - Present (19 years)

Gs Investment Strategies, LLC

*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 Jared Schmidt 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 Goldman Sachs Personal Financial Management

Mary Santini
Spring, TX
Ryan Bergmann
Great Falls, VA
Timothy Mcbride
Cohoes, NY
Chahati Lancaster
San Diego, CA
Stephen Japowicz
Troy, MI
Ashley Schexnaildre
Westport, CT
Matthew Bennett
Irving, TX
Christine Matthew
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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