Best Investors Account Sign in

David Paul Jernigan

Goldman Sachs Wealth Services, L.P.

Alamo Heights, TX

Dallas, TX

CRD 4203323

Claim This Profile
Employer firm

Goldman Sachs Wealth Services, L.p. CRD 106693

$31.7B regulatory AUM 89,850 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Goldman Sachs Wealth Services, L.P.

100 Coliseum Drive, Cohoes, NY 12047 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2006-08-15
  • TX RA
    APPROVED
    Since 2006-08-15

Branch Locations

Alamo Heights, TX • United States

2001 Ross Avenue Suite 2800, Dallas, TX 75201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Ayco Company, L.P./Mercer Allied Dallas TX 06/2006 01/2021
Ayco/Goldman Sachs & Co. Llc New York NY 01/2021 Present
  • 06/2006 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Dallas, TX
  • 01/2021 → Present
    Ayco/Goldman Sachs & Co. Llc
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-09-02
S63 Uniform Securities Agent State Law Examination 2001-04-20
  • S66 Uniform Combined State Law Examination
    2003-09-02
  • S63 Uniform Securities Agent State Law Examination
    2001-04-20

View on SEC IAPD

More in Alamo Heights, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor