Jackson
Andres
Goldman Sachs Ayco Personal Financial Management
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About this Advisor
Jackson Andres is a financial advisor operating in Dallas, Texas with a total of 1 year of relevant experience. Andres works at Goldman Sachs Ayco Personal Financial Management. Over the course of their career, Andres has held roles at Goldman Sachs, University Of Mississippi, Prosper High School, Hwaiian Falls and Hawaiian Falls. Andres maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Texas. Goldman Sachs Ayco Personal Financial Management is a financial advisory company that has its headquarters in Cohoes, NY. It has offices in 23 locations and a total of 1,774 financial advisors. It manages $29 billion in assets under management among its 68,279 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 123 charities and foundations. Of its 68,279 client accounts, 19% belong to high-net-worth clients who have at least $1 million in assets available to invest. Goldman Sachs Ayco Personal Financial Management provides a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors largely vary depending on which services the firm provides the client. However, fees charged by Goldman Sachs Ayco Personal Financial Management can be comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Goldman Sachs Ayco Personal Financial Management Brokerage Details
$28,618,921,599
1,774
68,279
$419,147
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jackson Andres Work History
Jackson has been registered as a financial advisor for 1 years.*
Goldman Sachs
Hawaiian Falls
University Of Mississippi
Hwaiian Falls
Prosper High School
*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 Jackson Andres 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 Ayco Personal Financial Management
Troy, MI
Deerfield, IL
Cohoes, NY
Parsippany, NJ
Deerfield, IL
Saratoga Springs, NY
Newport Beach, CA
Deerfield, IL
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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