John Taylor Goodson

Employer firm

Alpha Planning And Financial Services, Inc. CRD 130842

$113M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → 12/2018
  Lake Forest Country Club
  Hudson, OH
• 06/2017 → 10/2018
  Hudson High School
  Hudson, OH
• 01/2019 → 11/2019
  Axa Advisors, Llc
  New York, NY
• 09/2020 → 10/2022
  Mass Mutual Life Insurance Company
  Cleveland, OH
• 09/2020 → 10/2022
  Mml Investors Services
  Cleveland, OH
• 10/2019 → 07/2020
  Platform Beer Company
  Cleveland, OH
• 07/2020 → 08/2020
  Unemployed
  Cleveland, OH
• 05/2021 → 10/2021
  Lindys Lake House
  Cleveland, OH
• 10/2022 → Present
  Alpha Planning And Financial Services, Inc
  Solon, OH

Previous Registrations

• 2020-09-16 → 2022-10-14
  Mml Investors Services, Llc
  Cleveland, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-09-23

Other Names

• John Taylor Goodson
• John Goodson