Goldman Sachs Personal Financial Management
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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
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Goldman Sachs Personal Financial Management Brokerage Details
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
Jane Desmond Work History
Jane has been registered as a financial advisor for 2 years.*
Goldman Sachs & Co. LLC
United Capital Financial Advisers, LLC
The Ayco Company, L.P./Mercer Allied
Byrne & Masse
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.
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
Fort Lauderdale, FL
Newport Beach, CA
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