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Jason Patrick Shepard

Goldman Sachs Wealth Services, L.P.

Cohoes, NY

CRD 4771759

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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
NY RA APPROVED 2021-07-11
  • NY RA
    APPROVED
    Since 2021-07-11

Branch Locations

100 Coliseum Drive, Cohoes, NY 12047 • 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, Goldman, Sachs & Co. Latham NY 10/2012 12/2020
Goldman Sachs & Co. Llc New York NY 01/2021 Present
  • 10/2012 → 12/2020
    The Ayco Company, Goldman, Sachs & Co.
    Latham, NY
  • 01/2021 → Present
    Goldman Sachs & Co. Llc
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-06-30
  • S66 Uniform Combined State Law Examination
    2006-06-30
Other Names
  • Jason Shepard

View on SEC IAPD

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