Jon
Goldstein
Goldstein Advisors, LLC
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About this Advisor
Jon Goldstein is a certified financial planner and chartered financial consultant operating in Madison, Wisconsin who has 1 year of industry experience. Goldstein currently works for Goldstein Advisors, LLC. During their career, Goldstein has held roles at Ameriprise Financial Services, Inc, Goldstein Advisors, LLC, Kestra Investment Services LLC, Securities America, Inc and Arbor Point Advisors. Goldstein holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Texas and Wisconsin. Goldstein Advisors, LLC is a company headquartered in Madison, WI. The company has a total of 17 people on staff. It oversees $635 million in total assets among its 3,401 accounts, making it one of the bigger firms in the country by assets under management. Of its 3,401 customer accounts, 18% are associated with high-net-worth investors who have at least $1 million in investable assets. Goldstein Advisors, LLC performs a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees largely depend on which services the firm provides the client. Fee types billed by Goldstein Advisors, LLC likely are comprised of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Goldstein Advisors, LLC Brokerage Details
$634,882,604
17
3,401
$186,675
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jon Goldstein Work History
Jon has been registered as a financial advisor for 1 years.*
Goldstein Advisors, LLC
Kestra Investment Services LLC
Securities America, Inc
Arbor Point Advisors
Ameriprise Financial Services, Inc
*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 Jon Goldstein 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 Goldstein Advisors, LLC
Madison, WI
Lake Forest, CA
Madison, WI
Madison, WI
Madison, WI
Madison, WI
Madison, WI
Madison, WI
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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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.
