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Jacklyn Lackey

Goldman Sachs Wealth Services, L.P.

Belton, TX

CRD 5520544

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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
TX RA APPROVED 2021-09-13
  • TX RA
    APPROVED
    Since 2021-09-13

Branch Locations

Belton, TX • 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 03/2014 10/2016
The Ayco Company, L.P./Mercer Allied Belton TX 06/2017 10/2018
Unemployed Belton TX 11/2016 05/2017
The Ayco Company, L.P./Mercer Allied Belton TX 01/2019 10/2019
Unemployed Belton TX 10/2018 01/2019
Goldman Sachs New York NY 02/2020 Present
Unemployed Belton TX 11/2019 01/2020
  • 03/2014 → 10/2016
    The Ayco Company, L.P./Mercer Allied
    Dallas, TX
  • 06/2017 → 10/2018
    The Ayco Company, L.P./Mercer Allied
    Belton, TX
  • 11/2016 → 05/2017
    Unemployed
    Belton, TX
  • 01/2019 → 10/2019
    The Ayco Company, L.P./Mercer Allied
    Belton, TX
  • 10/2018 → 01/2019
    Unemployed
    Belton, TX
  • 02/2020 → Present
    Goldman Sachs
    New York, NY
  • 11/2019 → 01/2020
    Unemployed
    Belton, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-06-20
  • S66 Uniform Combined State Law Examination
    2008-06-20
Other Names
  • Jacklyn Sims
  • Jacklyn N Sims
  • Jacklyn Nicole Sims-Lackey
  • Jacklyn S. Lackey
  • Jacklyn Lackey
  • Jacklyn Sims Lackey

View on SEC IAPD

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