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Jack Ryan Mathews

Goldman Sachs Wealth Services, L.P.

Newport Beach, CA

CRD 7418043

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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

AuthorityCategoryStatusDate
CA RA APPROVED 2021-10-22
  • CA RA
    APPROVED
    Since 2021-10-22

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
OrganizationCityStateFromTo
Experian Costa Mesa CA 05/2018 08/2018
Experian Costa Mesa CA 05/2019 08/2019
Ayco, The Goldman Sachs Company Irvine CA 06/2020 07/2020
Ralph's Irvine CA 05/2020 06/2020
Goldman Sachs Ayco Personal Financial Management Irvine CA 07/2021 Present
Pepperdine University Malibu CA 09/2018 05/2019
Pepperdine University Malibu CA 08/2019 05/2020
Pepperdine University Malibu CA 08/2020 05/2021
School Tustin CA 09/2010 05/2018
  • 05/2018 → 08/2018
    Experian
    Costa Mesa, CA
  • 05/2019 → 08/2019
    Experian
    Costa Mesa, CA
  • 06/2020 → 07/2020
    Ayco, The Goldman Sachs Company
    Irvine, CA
  • 05/2020 → 06/2020
    Ralph's
    Irvine, CA
  • 07/2021 → Present
    Goldman Sachs Ayco Personal Financial Management
    Irvine, CA
  • 09/2018 → 05/2019
    Pepperdine University
    Malibu, CA
  • 08/2019 → 05/2020
    Pepperdine University
    Malibu, CA
  • 08/2020 → 05/2021
    Pepperdine University
    Malibu, CA
  • 09/2010 → 05/2018
    School
    Tustin, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-15
  • S66 Uniform Combined State Law Examination
    2021-10-15
Other Names
  • Jack Mathews

View on SEC IAPD

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