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Jon David Goldstein

GOLDSTEIN ADVISORS, LLC·MADISON, Wisconsin
Unclaimed Profile
1241 JOHN Q HAMMONS DR, MADISON, WI 53717CRD# 2462505Firm CRD# 323125
01

About

Jon David Goldstein is a registered financial advisor based in MADISON, Wisconsin, affiliated with GOLDSTEIN ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GOLDSTEIN ADVISORS, LLC
GOLDSTEIN ADVISORS, LLC
AUM
$782M
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at GOLDSTEIN ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2462505
Firm CRD# 323125
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jon David Goldstein offer?
Jon David Goldstein specializes in Financial Planning, Investment Management. Contact their office in MADISON, Wisconsin for a consultation.
What are Jon David Goldstein's credentials?
Jon David Goldstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jon David Goldstein located?
Jon David Goldstein is based in MADISON, Wisconsin, working with GOLDSTEIN ADVISORS, LLC. Their office serves clients in the MADISON metropolitan area and surrounding communities.
How does Jon David Goldstein charge for services?
Jon David Goldstein's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GOLDSTEIN ADVISORS, LLC?
GOLDSTEIN ADVISORS, LLC has approximately 19 employees and manages $782M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Wisconsin
MILWAUKEE (515)GREEN BAY (92)APPLETON (83)WAUKESHA (77)BROOKFIELD (68)
City Guides
MILWAUKEE GuideGREEN BAY GuideAPPLETON GuideWAUKESHA GuideBROOKFIELD Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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