Jacob Schultz

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

Authority	Category	Status	Date
NJ	RA	APPROVED	2022-09-29

NJ RA
APPROVED

Since 2022-09-29

Branch Locations

320 Headquarters Plaza East Tower 12Th Floor, Morristown, NJ 07960 • 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

Organization	City	State	From	To
Goldman Sachs	Parsippany	NJ	08/2019	Present
Advantage Xpo	Parsippany	NJ	05/2019	08/2019
Bloomingdales Inc.	Short Hills	NJ	11/2018	01/2019
Victory Independent Consulting	Novato	CA	05/2018	09/2018
N/A	Randolph	NJ	02/2019	05/2019
Bloomingdales Inc.	Short Hills	NJ	06/2017	03/2018
N/A	Randolph	NJ	03/2018	05/2018
Pepperdine	Malibu	CA	01/2020	04/2022
The College Of New Jersey	Ewing	NJ	09/2015	12/2017

08/2019 → Present

Goldman Sachs

Parsippany, NJ
05/2019 → 08/2019

Advantage Xpo

Parsippany, NJ
11/2018 → 01/2019

Bloomingdales Inc.

Short Hills, NJ
05/2018 → 09/2018

Victory Independent Consulting

Novato, CA
02/2019 → 05/2019

N/A

Randolph, NJ
06/2017 → 03/2018

Bloomingdales Inc.

Short Hills, NJ
03/2018 → 05/2018

N/A

Randolph, NJ
01/2020 → 04/2022

Pepperdine

Malibu, CA
09/2015 → 12/2017

The College Of New Jersey

Ewing, NJ

Other Businesses

(1) Trustee at Ebrahim Victory Revocable Trust, a family trust. Organization operates out of Morristown, NJ. Organization is primarily engaged in investment-related activity. Start Date: January 21st, 2025. One hour per month. Duties include managing the assets of the trust.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-09-16

S66 Uniform Combined State Law Examination

2022-09-16

View on SEC IAPD