John
Goodson

Eudaimonia Partners, LLC

CRD#2265477
Investment Advisor
in Winchester, TN

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About this Advisor

John Goodson is a financial advisor based in Winchester, Tennessee, working with Eudaimonia Partners, LLC. John has previously held positions at Raymond James Financial Services Advisors, Inc, Myers Point LLC, Great Lakes & Atlantic Wealth Management And Advisory Partners, Uhlmann Price Securities, LLC, Purshe Kaplan Sterling Investments, Goodson Wealth Management, and Eudaimonia Partners, LLC. John has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Tennessee. Currently, John is part of Eudaimonia Partners, LLC, which operates out of Winchester, Tennessee. The firm has 12 offices and 27 employees. The firm manages assets totaling $703.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Eudaimonia Partners, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1791 Bypass Rd.
Winchester, TN 37398

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Eudaimonia Partners, LLC Brokerage Details

Total Assets Under Management

$703,543,778

TN Average: $730,596,643
Total Number of Employees

27

TN Average: 15
Total Number of Accounts

2,332

TN Average: 968
Average Account Size

$301,691

TN Average: $754,749

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

John Goodson Work History

2020 - Present (4 years)

Purshe Kaplan Sterling Investments

2015 - Present (9 years)

Eudaimonia Partners, LLC

2007 - Present (17 years)

Goodson Wealth Management

2005 - Present (19 years)

Myers Point LLC

2015 - 2016 (1 year)

Great Lakes & Atlantic Wealth Management And Advisory Partners

2015 - 2020 (5 years)

Uhlmann Price Securities, LLC

2009 - 2015 (6 years)

Raymond James Financial Services Advisors, Inc

Disclosures

Please visit the SEC profile of John Goodson 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 Eudaimonia Partners, LLC

James Buckner
Winchester, TN
Michael Hakerem
Raleigh, NC
Jason Parker
Winchester, TN
Todd Meucci
Winchester, TN
Alexander Jones
Winchester, TN
Seth Waltman
Athens, GA
Edward Lewis
Franklin, TN
Gregory Stephens
Athens, GA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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