Jessica M Perez

Goldman Sachs Wealth Services, L.P.

Newport Beach, CA

CRD 7120803

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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

Authority	Category	Status	Date
CA	RA	APPROVED	2020-02-03

CA RA
APPROVED

Since 2020-02-03

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

Organization	City	State	From	To
The Ayco Company, L.P./Mercer Allied	Irvine	CA	04/2019	01/2021
Unemployed	Santa Ana	CA	12/2018	04/2019
Stearns Lending, Llc	Santa Ana	CA	10/2016	11/2018
Carrington Mortgage Holdings, Llc	Aliso Viejo	CA	09/2014	10/2016
University Of Redlands	Redlands	CA	01/2016	04/2018
Goldman Sachs & Co. Llc	Irvine	CA	01/2021	Present

04/2019 → 01/2021

The Ayco Company, L.P./Mercer Allied

Irvine, CA
12/2018 → 04/2019

Unemployed

Santa Ana, CA
10/2016 → 11/2018

Stearns Lending, Llc

Santa Ana, CA
09/2014 → 10/2016

Carrington Mortgage Holdings, Llc

Aliso Viejo, CA
01/2016 → 04/2018

University Of Redlands

Redlands, CA
01/2021 → Present

Goldman Sachs & Co. Llc

Irvine, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-01-24

S66 Uniform Combined State Law Examination

2020-01-24

View on SEC IAPD

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