Jordan Joel Goldstein

Employer firm

1St Financial Investment, Inc. CRD 283072

$782.2K regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2004 → Present
  1St Financial Investments, Inc.
  Clark'S Summit, PA
• 07/2016 → Present
  1St Financial Investment, Inc
  Clark'S Summit, PA
• 04/2016 → 04/2017
  Fidato Partners
  Wayne, PA
• 06/2017 → 05/2023
  Endo Pharmaceuticals, Inc.
  Malvern, PA
• 07/2023 → Present
  Jg Consulting, Llc
  Clark's Summit, PA
• 07/2024 → 09/2024
  Clarivate, Inc
  Philadelphia, PA
• 06/2025 → 09/2025
  Is Partners
  Dresher, PA
• 11/2025 → Present
  Delaware River Port Authority
  Camden, NJ

Other Businesses

1st Financial Investments, Inc. Board Member Delaware River Port Authority CPA & IT Auditor Manager JGold Consulting, LLC CPA

Other Names

• Jordan Joel Goldstein
• Jordan J Goldstein