John Robert Percival

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

• 07/2022 → Present
  Goldman Sachs & Co. Llc
  Seattle, WA
• 06/2022 → 07/2022
  Travel
  Seattle, WA
• 06/2021 → 08/2021
  Goldman Sachs & Co. Llc
  Seattle, WA
• 09/2020 → 06/2022
  University Of Washington, Foster School Of Business
  Seattle, WA
• 08/2018 → 06/2020
  Willamette University
  Salem, OR
• 06/2020 → 09/2020
  Time Off
  Ketchum, ID
• 07/2018 → 08/2018
  Convoy, Inc.
  Seattle, WA
• 07/2017 → 06/2018
  Sonoma County Economic Development Board
  Santa Rosa, CA
• 06/2016 → 06/2017
  Whitman College
  Walla Walla, WA

Other Businesses

Board member at Blue Mountain Land Trust, a non-profit organization. Organization operates out of Walla Walla, WA. Organization is not primarily engaged in investment-related activity. Start Date: February 05, 2024. Two hours per month. Duties include general board and financial committee membership responsibilities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-02
• S63 Uniform Securities Agent State Law Examination
  2022-09-30

Other Names

• John Robert Percival