Jonathan
Blumenthal

Goldman Sachs Personal Financial Management

CRD#4080699
Investment Advisor
in Irving, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jonathan Blumenthal is a financial advisor who works out of Irving, Texas who has 12 years of relevant experience. Blumenthal is an employee of Goldman Sachs Personal Financial Management. The advisor has gained experience at United Capital Financial Advisers, LLC, Girard Securities and Cetera Advisor Networks LLC. Blumenthal maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Colorado, Louisiana and Texas. Goldman Sachs Personal Financial Management is a financial advisory company that has its headquarters in Newport Beach, CA. The company has offices in 87 locations and a total of 727 employees. It oversees $13 billion in assets among its 82,991 customer accounts, placing it among the largest firms in the nation by assets under management. The firm advises 153 charitable organizations. Of its 82,991 client accounts, 17% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Goldman Sachs Personal Financial Management has a wide assortment 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 advisory services usually are based on the type of services provided. Fees charged by Goldman Sachs Personal Financial Management can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

12 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

125 E. John Carpenter Freeway Suite 1200
Irving, TX 75062

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Goldman Sachs Personal Financial Management Brokerage Details

Total Assets Under Management

$13,178,742,322

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

727

TX Average: 43
Total Number of Accounts

82,991

TX Average: 3,727
Average Account Size

$158,797

TX 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

Jonathan Blumenthal Work History

Jonathan has been registered as a financial advisor for 12 years.*

2011 - Present (13 years)

United Capital Financial Advisers, LLC

2017 - 2018 (1 year)

Cetera Advisor Networks LLC

2011 - 2017 (6 years)

Girard Securities

*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 Jonathan Blumenthal 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

William Holley-Moise
Newport Beach, CA
Ryan Bergmann
Great Falls, VA
Kassi Hyde
Peachtree Corners, GA
Chahati Lancaster
San Diego, CA
Cassandra Fullilove
Westport, CT
Mary Santini
Spring, TX
Christine Matthew
Los Angeles, CA
Timothy Mcbride
Cohoes, NY

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started