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Jonathan Aaron Greeson

Goldman Sachs Wealth Services, L.P.

Dripping Springs, TX

Austin, TX

CRD 5686843

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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
TX RA APPROVED 2022-01-30
CA RA APPROVED 2022-01-03
  • TX RA
    APPROVED
    Since 2022-01-30
  • CA RA
    APPROVED
    Since 2022-01-03

Branch Locations

Dripping Springs, TX • United States

401 South 1St Street Suite 1325, Austin, TX 78704 • 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
The Ayco Company, L.P./Mercer Allied San Francisco CA 08/2013 04/2018
Goldman Sachs & Co. Llc San Francisco CA 04/2018 Present
  • 08/2013 → 04/2018
    The Ayco Company, L.P./Mercer Allied
    San Francisco, CA
  • 04/2018 → Present
    Goldman Sachs & Co. Llc
    San Francisco, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-28
  • S66 Uniform Combined State Law Examination
    2021-12-28

View on SEC IAPD

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