Jake Mossing

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:

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

Current Employers

Employment History

• 07/2022 → Present
  Goldman Sachs
  Atlanta, GA
• 06/2021 → 08/2021
  Acumen Wealth Advisors
  Chattanooga, TN
• 01/2021 → 05/2021
  Tennessee Department Of Environment And Conservation
  Nashville, TN
• 08/2019 → 01/2021
  Pet Pals Pet Sitting Services
  Chattanooga, TN
• 04/2018 → 08/2019
  Chattanooga Lookouts
  Chattanooga, TN
• 06/2013 → 08/2017
  Toledo Mud Hens
  Toledo, OH
• 08/2017 → 04/2018
  Notre Dame High School
  Tallahassee, FL
• 08/2021 → 07/2022
  Florida State University
  Tallahassee, FL

Other Businesses

Participant on Family Feud, a televised game show. Activity will take place from Atlanta, GA. Organization is not primarily engaged in investment-related activity. Single occurrence; occurring on February 10, 2026. Duties include appearing on the game show with family members.

Exams

• S66 Uniform Combined State Law Examination
  2022-09-15