Jacob Shai Weiss

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

• 07/2026 → Present
  Goldman Sachs & Co. Llc
  New York, NY
• 08/2022 → 05/2026
  Bucknell University
  Lewisburg, PA
• 05/2025 → 08/2025
  E Rate Solutions Group
  Colts Neck, NJ
• 06/2024 → 08/2024
  Grodsky, Caporrino & Kaufman
  Jericho, NY
• 06/2023 → 08/2023
  Amelias By The Sea
  Spring Lake, NJ
• 09/2018 → 06/2022
  Colts Neck Highschool
  Colts Neck, NJ
• 07/2016 → 09/2018
  Unemployed
  Colts Neck, NJ

Exams

• S66 Uniform Combined State Law Examination
  2025-11-04