Jordan Harold Greenhall

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

• 06/2020 → 01/2021
  The Ayco Company, L.P./Mercer Allied
  Irvine, CA
• 11/2019 → 03/2020
  Nksfb Llc
  Irvine, CA
• 06/2019 → 09/2019
  C.H. Robinson
  Orange, CA
• 06/2019 → 10/2019
  Newport Beach Wine And Food Festival
  Newport Beach, CA
• 06/2018 → 08/2018
  Israel Lacrosse Association
  Netanya
• 06/2017 → 08/2017
  Modern Gourmet Foods
  Newport Beach, CA
• 12/2015 → 03/2020
  Newport Beach Surf Dawgs
  Newport Beach, CA
• 08/2016 → 05/2020
  Chapman University
  Orange, CA
• 01/2021 → Present
  Goldman Sachs & Co. Llc
  Irvine, CA

Exams

• S66 Uniform Combined State Law Examination
  2021-02-12