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Jonathan Reuben Goldenstein

KINGFISH CAPITAL PARTNERS LLC·FOSTER CITY, California
Clean recordKINGFISH CAPITAL PARTNERS LLC
950 TOWER LANE, FOSTER CITY, CA 94404CRD# 7012679Firm CRD# 283489

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Reuben Goldenstein · FOSTER CITY, CA
Registration
CRD #7012679 · KINGFISH CAPITAL PARTNERS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jonathan Reuben Goldenstein is a registered financial advisor based in FOSTER CITY, California, affiliated with KINGFISH CAPITAL PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
KINGFISH CAPITAL PARTNERS LLC
KINGFISH CAPITAL PARTNERS LLC
AUM
$239M
Regulatory assets under management
Employees
41
Total firm employees
View all advisors at KINGFISH CAPITAL PARTNERS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7012679
Firm CRD# 283489
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jonathan Reuben Goldenstein offer?
Jonathan Reuben Goldenstein specializes in Retirement Planning. Contact their office in FOSTER CITY, California for a consultation.
What are Jonathan Reuben Goldenstein's credentials?
Jonathan Reuben Goldenstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Reuben Goldenstein located?
Jonathan Reuben Goldenstein is based in FOSTER CITY, California, working with KINGFISH CAPITAL PARTNERS LLC. Their office serves clients in the FOSTER CITY metropolitan area and surrounding communities.
How does Jonathan Reuben Goldenstein charge for services?
Jonathan Reuben Goldenstein's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KINGFISH CAPITAL PARTNERS LLC?
KINGFISH CAPITAL PARTNERS LLC has approximately 41 employees and manages $239M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KINGFISH CAPITAL PARTNERS LLC

Christian (nmn) Dubiel
FOSTER CITY, CA
Melissa Mcbeam
SOUTHLAKE, TX

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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