Jonathan James Markowicz

Goldman Sachs Wealth Services, L.P.

Newport Beach, CA

CRD 6567485

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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

Authority	Category	Status	Date
CA	RA	APPROVED	2022-01-03

CA RA
APPROVED

Since 2022-01-03

Branch Locations

4000 Macarthur Blvd 10Th Floor, Newport Beach, CA 92660 • 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

Organization	City	State	From	To
Mml Investors Services, Llc	Latham	NY	10/2015	04/2018
Lecce Financial Services, Llc	Albany	NY	09/2015	04/2018
Mass Mutual Life Insurance Co	Latham	NY	03/2017	04/2018
The Ayco Company, L.P./Mercer Allied	Latham	NY	04/2018	01/2021
Goldman Sachs & Co. Llc	Cohoes	NY	01/2021	Present

10/2015 → 04/2018

Mml Investors Services, Llc

Latham, NY
09/2015 → 04/2018

Lecce Financial Services, Llc

Albany, NY
03/2017 → 04/2018

Mass Mutual Life Insurance Co

Latham, NY
04/2018 → 01/2021

The Ayco Company, L.P./Mercer Allied

Latham, NY
01/2021 → Present

Goldman Sachs & Co. Llc

Cohoes, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-07-06

S66 Uniform Combined State Law Examination

2017-07-06

View on SEC IAPD

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