John Charles Goyette

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:

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

Current Employers

Employment History

• 03/2018 → 04/2019
  Massmutual
  Springfield, MA
• 06/2014 → 12/2017
  Jmg Wealth Management Group
  Enola, PA
• 08/2014 → 12/2017
  Temple University
  Philadelphia, PA
• 05/2019 → 02/2021
  Ascensus Investment Advisors, Llc
  Dresher, PA
• 04/2021 → 05/2022
  Raymond James Financial Services Advisors, Inc
  Mechanicsburg, PA
• 08/2023 → 11/2023
  Jmg Wealth Management Group, Inc.
  Mechanicsburg, PA
• 11/2023 → Present
  Dakota Wealth, Llc
  Mechanicsburg, PA
• 05/2022 → 08/2023
  Lincoln Financial Distributors
  Mechanicsburg, PA

Previous Registrations

• 2021-09-08 → 2022-06-30
  Raymond James Financial Services Advisors, Inc
  Mechanicsburg, PA
• 2019-11-21 → 2021-02-16
  Ascensus Investment Advisors, Llc
  Needham, MA
  Dresher, PA
• 2019-01-31 → 2019-04-24
  Mml Investors Services, Llc
  Radnor, PA

Exams

• S66 Uniform Combined State Law Examination
  2019-01-21

Other Names

• John C Goyette
• John Charles Goyette
• John Goyette
• Jack Goyette