Jake Alexander Amell

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

• 06/2018 → 08/2021
  Pioneer Bank
  Albany, NY
• 09/2005 → 06/2019
  Shenendehowa Csd
  Clifton Park, NY
• 08/2019 → 06/2023
  Bentley University
  Waltham, MA
• 05/2021 → 08/2021
  Lpl Financial Llc
  Albany, NY
• 07/2023 → Present
  Goldman Sachs & Co Llc
  New York, NY
• 06/2022 → 08/2022
  Goldman Sachs & Co Llc
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2023-08-18