Kristen
Goodman
Ellevest
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About this Advisor
Kristen Goodman is a financial advisor based in New York, New York, working with Ellevest. Kristen has previously held positions at Jpmorgan Securities LLC, Jpmorgan Chase Bank Na, Jp Morgan, and Ellevest. Kristen has passed the Series 63 regulatory exam and is registered to provide services in Colorado, New York, and Texas. Currently, Kristen is part of Ellevest, which operates out of New York, New York. The firm has 104 employees and manages assets totaling $1.9 billion. The firm serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and educational seminars. The fee structure at Ellevest includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ellevest Brokerage Details
$1,902,522,616
104
144,143
$13,199
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Kristen Goodman Work History
Ellevest
Jpmorgan Chase Bank Na
Jpmorgan Securities LLC
Jp Morgan
Disclosures
Please visit the SEC profile of Kristen Goodman 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 Ellevest
New York, NY
New York, NY
New York, NY
Lisle, IL
New York, NY
New York, NY
Costa Mesa, CA
New York, NY
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