Jonathan Farmer Kirby

Goldman Sachs Wealth Services, L.P.

CRD 6298932

Claim This Profile

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
TX	RA	APPROVED_RES	2022-01-31
GA	RA	APPROVED	2018-05-11

TX RA
APPROVED_RES

Since 2022-01-31
GA RA
APPROVED

Since 2018-05-11

Branch Locations

3550 Peachtree Road Ne Suite 1000, Atlanta, GA 30326 • 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
Scottrade, Inc.	Smyrna	GA	07/2016	12/2017
The Ayco Company, L.P./Mercer Allied	Atlanta	GA	04/2018	01/2021
Unemployed	Kennesaw	GA	01/2018	03/2018
Goldman Sachs & Co. Llc	New York	NY	01/2021	Present

07/2016 → 12/2017

Scottrade, Inc.

Smyrna, GA
04/2018 → 01/2021

The Ayco Company, L.P./Mercer Allied

Atlanta, GA
01/2018 → 03/2018

Unemployed

Kennesaw, GA
01/2021 → Present

Goldman Sachs & Co. Llc

New York, NY

Previous Registrations

2017-02-10 → 2017-12-21

Scottrade Investment Management

Saint Louis, MO
2014-08-25 → 2015-03-13

Edward Jones

Acworth, GA

St Louis, MO

Woodstock, GA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-08-22

S66 Uniform Combined State Law Examination

2014-08-22

View on SEC IAPD

More in Atlanta, GA

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor