Best Investors Account Sign in
Inactive

Kristen Deedy Goodman

Ellevest

New York, NY

Denver, CO

Claim This Profile
Current Employers
Ellevest

228 Park Ave S Pmb 94934, New York, NY 10003 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-08-30
NY RA APPROVED 2022-12-02
TX RA APPROVED 2021-01-05
  • CO RA
    APPROVED
    Since 2024-08-30
  • NY RA
    APPROVED
    Since 2022-12-02
  • TX RA
    APPROVED
    Since 2021-01-05

Branch Locations

228 Park Ave S Pmb 94934, New York, NY 10003 • United States

Denver, CO • 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
J.P. Morgan Private Bank New York NY 07/2015 04/2019
J.P. Morgan Private Bank Denver CO 04/2019 11/2020
Ellevest New York NY 12/2020 Present
  • 07/2015 → 04/2019
    J.P. Morgan Private Bank
    New York, NY
  • 04/2019 → 11/2020
    J.P. Morgan Private Bank
    Denver, CO
  • 12/2020 → Present
    Ellevest
    New York, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-11-09
  • S63 Uniform Securities Agent State Law Examination
    2015-11-09
Designations

View on SEC IAPD

Other Firms

ISLET MANAGEMENT, LP
P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC
BRIGHTSPIRE CAPITAL ADVISORS, LLC
ACORN ADVISORY CAPITAL, L.P.
COMPASS GROUP LLC
CRESTVIEW PARTNERS
LEEDS EQUITY PARTNERS

Other Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone
Logan Stephen Michals
JONATHAN HARRY SIEGEL
HAL WILLIAM BROWN
RICCARDO MARIA RAINIERI
TEDDY LELLOS

Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

More in New York, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor