Jared Michael Smith

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

• 05/2021 → 08/2021
  Community Bank Systems, Inc.
  Dewitt, NY
• 06/2022 → 08/2022
  The Goldman Sachs Group, Inc.
  Albany, NY
• 08/2022 → 12/2022
  The Carta Group
  Dewitt, NY
• 01/2023 → Present
  The Goldman Sachs Group, Inc.
  Albany, NY
• 09/2015 → 06/2019
  Paul V. Moore High School
  Central Square, NY
• 08/2019 → 12/2022
  Suny Oswego
  Oswego, NY

Exams

• S66 Uniform Combined State Law Examination
  2023-05-08

Other Names

• Jared Smith