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John Jackson Goldberg

Capital Trust Advisors

Piedmont, CA

CRD 4340059

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Employer firm

Capital Trust Advisors CRD 134174

$403M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Capital Trust Advisors

1210 5Th Avenue, #275, San Rafael, CA 94901 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED_RES 2017-06-14
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED_RES
    Since 2017-06-14

Branch Locations

Piedmont, CA • 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
Goldberg Advisers, Llc Piedmont CA 08/1999 Present
  • 08/1999 → Present
    Goldberg Advisers, Llc
    Piedmont, CA
Previous Registrations
  • 2009-09-30 → 2010-12-31
    Natura Capital, Llc
    San Francisco, CA
Designations
  • Chartered Financial Analyst
Other Names
  • John J Goldberg

View on SEC IAPD

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