Jane
Desmond

Goldman Sachs Personal Financial Management

CRD#6481121
Investment Advisor
in Voorhees, NJ

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About this Advisor

Jane Desmond is a financial advisor working out of Voorhees, New Jersey with 2 years of industry experience. Desmond is currently employed by Goldman Sachs Personal Financial Management. The advisor has gained experience at The Ayco Company, L.P./Mercer Allied, Sloan & Feller, Byrne & Masse, United Capital Financial Advisers, LLC and Goldman Sachs & Co. LLC. Desmond has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in New Jersey and New York. Goldman Sachs Personal Financial Management is a business based out of Newport Beach, CA. It has offices in 87 locations and a total of 727 employees. It controls $13 billion in total assets between its 82,991 client accounts, placing it among the largest firms in the United States by assets under management. The firm serves 153 charities and foundations. Of its 82,991 customer accounts, 17% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Goldman Sachs Personal Financial Management offers a wide array 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. Fees for financial management typically are based on which services are provided. However, fees billed by Goldman Sachs Personal Financial Management may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

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

Voorhees, NJ

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Goldman Sachs Personal Financial Management Brokerage Details

Total Assets Under Management

$13,178,742,322

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

727

NJ Average: 43
Total Number of Accounts

82,991

NJ Average: 3,727
Average Account Size

$158,797

NJ 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

Jane Desmond Work History

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

2021 - Present (3 years)

Goldman Sachs & Co. LLC

2020 - Present (4 years)

United Capital Financial Advisers, LLC

2014 - 2021 (7 years)

The Ayco Company, L.P./Mercer Allied

2014 - 2014 (< 1 year)

Byrne & Masse

2010 - 2014 (4 years)

Sloan & Feller

*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 Jane Desmond 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

Wilmer Fernandez Dominguez
Fort Lauderdale, FL
Damah Rankin
Irving, TX
Stephen Japowicz
Troy, MI
Monalynd Young
Irving, TX
Timothy Mcbride
Cohoes, NY
Connor Mclean
Carnegie, PA
Donald Lewis
Newport Beach, CA
Ashley Schexnaildre
Westport, CT

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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