Jacob Daniel Risavi

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:

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

Current Employers

Employment History

• 07/2021 → Present
  Goldman Sachs Ayco Personal Financial Management
  Cohoes, NY
• 08/2017 → 05/2021
  St. John Fisher College
  Rochester, NY
• 05/2020 → 08/2020
  Northwestern Mutual
  Syracuse, NY
• 05/2019 → 08/2019
  Instacart
  Syracuse, NY
• 06/2018 → 08/2018
  Ice Builders
  Syracuse, NY
• 08/2011 → 06/2017
  Jamesville Dewitt Schools
  Jamesville, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-04-29

Other Names

• Jacob Risavi