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Jaime Galione Golden

KINGSWOOD WEALTH ADVISORS, LLC·SAN DIEGO, California
SIE, Series 7, Series 63Clean recordKINGSWOOD WEALTH ADVISORS, LLC
11440 W. BERNARDO COURT, SAN DIEGO, CA 92127CRD# 2946822Firm CRD# 288792

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jaime Galione Golden · SAN DIEGO, CA
Registration
CRD #2946822 · KINGSWOOD WEALTH ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
KINGSWOOD WEALTH ADVISORS, LLC
CRD 288792 · SEC 801-110755
AUM
$1.0B
Regulatory assets under management
Employees
80
4,527 client accounts
Services offered by KINGSWOOD WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at KINGSWOOD WEALTH ADVISORS, LLC →
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Frequently Asked Questions

What services does Jaime Galione Golden offer?
Jaime Galione Golden specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.
What are Jaime Galione Golden's credentials?
Jaime Galione Golden is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jaime Galione Golden located?
Jaime Galione Golden is based in SAN DIEGO, California, working with KINGSWOOD WEALTH ADVISORS, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.
How does Jaime Galione Golden charge for services?
Jaime Galione Golden's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KINGSWOOD WEALTH ADVISORS, LLC?
KINGSWOOD WEALTH ADVISORS, LLC has approximately 80 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KINGSWOOD WEALTH ADVISORS, LLC

Nicole Marie English
SAN DIEGO, CA
Ashley Jo Webb
SAN DIEGO, CA
Jeremy Mathew Wilder
SAN DIEGO, CA
Mohamed A Alsoraimi
SAN DIEGO, CA
Valeriy P Rayevskiy
SAN DIEGO, CA
Anthony Nanula
SAN DIEGO, CA

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Research
Advisor Fees in CaliforniaNational Fee Analysis
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