Afsana Shahid

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

• 08/2021 → 02/2022
  Jpmorgan Chase Bank Na
  Chicago, IL
• 08/2021 → 02/2022
  Jpmorgan Securities Llc
  Chicago, IL
• 06/2017 → 04/2021
  University Of Michigan
  Ann Arbor, MI
• 08/2011 → 05/2017
  Unemployed
  Detroit, MI
• 05/2021 → 07/2021
  Unemployed
  Detroit, MI
• 05/2022 → Present
  Goldman Sachs Ayco Personal Financial Management
  Troy, MI

Exams

• S66 Uniform Combined State Law Examination
  2022-06-17
• S63 Uniform Securities Agent State Law Examination
  2022-01-14

Other Names

• Afsana Mimi Shahid
• Sana Shahid