Jessica Lee Goedtel

Current Employers

Employment History

• 05/2016 → 10/2020
  Valley National Financial Advisors
  Bethlehem, PA
• 10/2020 → 07/2021
  Facet Wealth
  Bethlehem, PA
• 04/2021 → Present
  Pavilion Financial Planning Llc
  Allentown, PA
• 08/2023 → Present
  Forbes
  Wilmington, DE
• 02/2022 → Present
  Eos Tax Services
  Allentown, PA
• 06/2022 → 03/2023
  Ibhero.cOm
  Allentown, PA
• 10/2021 → Present
  Mccarthy Tax Preparation
  Allentown, PA

Previous Registrations

• 2020-10-20 → 2021-08-06
  Facet
  Bethlehem, PA
  West Palm Beach, FL
  Allentown, PA
• 2016-05-23 → 2020-09-29
  Valley National Advisers Inc
  Bethlehem, PA
• 2015-02-18 → 2016-05-09
  Goldman Sachs Wealth Services, L.P.
  Parsippany, NJ

Other Businesses

1) McCarthy Tax Preparation; Not investment-related; 6083 Donna Jay Drive, Loveland, OH 45140; Tax preparation firm; Tax Preparer (Independent Contractor); 08/2021; Less than 5 hours/month devoted; 3 hours devoted during securities trading hours; Prepare (not sign) client tax returns. 2) Eos Tax Services; Not investment-related; 100 Spy Pond Parkway, Arlington, MA 02474Arlington, MA; Tax preparation firm; Tax Preparer (Independent Contractor); 02/2022; Less than 5 hours/month devoted; 3 hours devoted during securities trading hours; Prepare (not sign) client tax returns. 3) Forbes; Not investment-related; 251 Little Falls Drive, Wilmington DE 19808; Publication; Freelance Writer (Independent Contractor); 08/2023; 10 hours/month devoted; 5 hours/month during securities trading hours; Article writing. 4) Thinkific; Not investment-related; 369 Terminal Avenue, #400, Vancouver, BC V6A 4C4, Canada; Online learning platform; Educational content creator (Independent Contractor); 02/2024; Less than 5 hours/month devoted; Less than 5 hours/month during securities trading hours; Educational content creator.

Exams

• S66 Uniform Combined State Law Examination
  2015-02-09

Designations