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Jeffrey Bruce Goldman

SIERRA WEALTH GROUP, LLC·BIGFORK, Montana
Series 7, Series 24, Series 63, Series 6524 years registeredSIERRA WEALTH GROUP, LLC
62 BAY HARBOR DRIVE, BIGFORK, MT 59911CRD# 2110174Firm CRD# 151292

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Bruce Goldman · BIGFORK, MT
Registration
CRD #2110174 · SIERRA WEALTH GROUP, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

LIFE PLANNING ADVISORS LLC
Jan 2019 – present
SIERRA WEALTH GROUP, LLC
Aug 2009 – Dec 2018
LOS ANGELES, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Jan 2009 – Mar 2009
SAINT PETERSBURG, FL
RAYMOND JAMES FINANCIAL SERVICES
Mar 2007 – Jan 2009
PALOS VERDES ESTATES, CA
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)
Sep 2002 – Mar 2007
CARLSBAD, CA
LIFE PLANNING ADVISORS, LLC.
Jan 2002 – Apr 2008
SAN DIEGO, CA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · January 1, 2002
Years registered · 24
03

Disclosure History

2012Customer Dispute·Denied
2010Customer Dispute·Denied

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
SIERRA WEALTH GROUP, LLC
CRD 151292 · SEC 801-126603
AUM
$133M
Regulatory assets under management
Employees
4
724 client accounts
Services offered by SIERRA WEALTH GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SIERRA WEALTH GROUP, LLC →
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05

Frequently Asked Questions

What services does Jeffrey Bruce Goldman offer?
Jeffrey Bruce Goldman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BIGFORK, Montana for a consultation.
What are Jeffrey Bruce Goldman's credentials?
Jeffrey Bruce Goldman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Bruce Goldman located?
Jeffrey Bruce Goldman is based in BIGFORK, Montana, working with SIERRA WEALTH GROUP, LLC. Their office serves clients in the BIGFORK metropolitan area and surrounding communities.
How does Jeffrey Bruce Goldman charge for services?
Jeffrey Bruce Goldman's firm is compensated through percentage of aum, subscription fees, other: % of plan assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SIERRA WEALTH GROUP, LLC?
SIERRA WEALTH GROUP, LLC has approximately 4 employees and manages $133M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SIERRA WEALTH GROUP, LLC

Todd Allyn Tessler
BIGFORK, MT

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Nearby cities in Montana
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