Jake
Schoenfeld
Goldman Sachs Personal Financial Management
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About this Advisor
Jake Schoenfeld is a financial advisor who works in Bethesda, Maryland with a total of 1 year of industry experience. Schoenfeld is an employee of Goldman Sachs Personal Financial Management. Throughout their career, Schoenfeld has worked at Goldman Sachs, Gtt Communications, Monumental Sports & Entertainment, Hospitality Investors Trust, American Realty Capital Hospitality Investors Trust and Pwc. Schoenfeld maintains a Series 65 license, designating them as an investment advisor representative, and is approved to work in Maryland. Goldman Sachs Personal Financial Management is a registered investment company operating out of Newport Beach, CA. The investment advisory business has offices in 87 locations and a total of 727 advisors. It controls $13 billion in assets among its 82,991 client accounts, placing it among the largest firms in the United States by assets under management. The firm serves 153 charitable organizations. Of its 82,991 customer accounts, 17% are associated with high-net-worth individuals who have greater than $1 million in assets. Goldman Sachs Personal Financial Management offers a diverse assortment of services, such as 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 fees vary depending on the type of services provided. However, fee types billed by Goldman Sachs Personal Financial Management likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Goldman Sachs Personal Financial Management Brokerage Details
$13,178,742,322
727
82,991
$158,797
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
Jake Schoenfeld Work History
Jake has been registered as a financial advisor for 1 years.*
Goldman Sachs
Gtt Communications
Monumental Sports & Entertainment
Hospitality Investors Trust
American Realty Capital Hospitality Investors Trust
Pwc
*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 Jake Schoenfeld 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
Irving, TX
Newport Beach, CA
Los Angeles, CA
Carnegie, PA
Reno, NV
Irving, TX
Westport, CT
New York, NY
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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