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Jeffrey Michael Goyette

Dakota Wealth, LLC

Palm Beach Gardens, FL

Mechanicsburg, PA

CRD 5818674

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Employer firm

Dakota Wealth, LLC CRD 297987

$6.94B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Pension consulting
  • Selection of other advisers
  • OUTSOURCED INVESTMENT ADVISORY SERVICES FOR OTHER ADVISERS; TAX PREPARATION/FILING

From the firm’s Form ADV. Read the guides:

Current Employers
Dakota Wealth, Llc

11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-11-01
  • PA RA
    APPROVED
    Since 2023-11-01

Branch Locations

11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752 • United States

5010 Ritter Road Suite 101, Mechanicsburg, PA 17055 • 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
Raymond James Financial Services Inc. Enola PA 04/2016 11/2023
Raymond James Financial Services Advisors Inc. Enola PA 07/2016 11/2023
Dakota Wealth, Llc Mechanicsburg PA 11/2023 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-06-29
S63 Uniform Securities Agent State Law Examination 2014-10-10
  • S65 Uniform Investment Adviser Law Examination
    2016-06-29
  • S63 Uniform Securities Agent State Law Examination
    2014-10-10
Designations
  • Certified Financial Planner
Other Names
  • Jeffrey Michael Goyette
  • Jeffrey Michael Goyette

View on SEC IAPD

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