Jared Goldstine

Current Employers

Employment History

• 03/2010 → 04/2020
  Rbj Financial Group
  Moorpark, CA
• 02/2018 → 04/2020
  Cistron Investment Advisors Llc
  Buffalo Grove, IL
• 05/2020 → 07/2020
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 04/2020 → 07/2020
  Northwestern Mutual Investment Services Llc
  Deerfield, IL
• 09/2020 → Present
  Guardian Life Insurance Company
  Deerfield, IL
• 09/2020 → Present
  Park Avenue Securities
  Deerfield, IL
• 06/2024 → Present
  Guardian Life Insurance Company
  Buffalo Grove, IL
• 06/2024 → Present
  Park Avenue Securities
  Buffalo Grove, IL
• 04/2025 → Present
  Stirlingshire Investments
  New York, NY

Previous Registrations

• 2021-01-13 → 2025-04-30
  Park Avenue Securities Llc
  Deerfield, IL
  Buffalo Grove, IL
• 2018-02-15 → 2020-05-05
  Cistron Investment Advisors Llc
  Buffalo Grove, IL

Other Businesses

1.Name: Mutual of Omaha, Inv Related Y, Address: 3301 Dodge Street, Omaha Nebraska 68175, Nature: Insurance Company, Position: Long Term Care Insurance Sales, 0 hrs per month. I receive a dividend from a policy sold, no active participation 2.Guardian Life Insurance Company, Inv Rel. Y, Address: 10 Hudson Yards NY NY 10001 Nature: Insurance Company, Position: Independent Insurance Broker, 0 hrs per month. I receive income from previous clients, no new sales 3.National Guardian Life, Inv Rel. Y, Address Two Esat Gilman Street, Madison WI 53703 Nature: Insurance Company, Position: Long Term Care Insurance Sales, 0 hrs per month. I receive a dividend from a policy previously sold, no active participation 4.First Choice Networking Group, Inv Rel N, Nature: Professional Networking Group, Position: VP, 0 Hrs during trading, No compensation received (volunteer) 5.RetireOne Investment Services - Position: Variable Annuities Rep Investment Related: YES NUMBER OF HOURS: 2 Hrs/Month during trading DESCRIPTION: Sell annuities to clients 6.Highland Capital - Position: Variable Annuities Rep Investment Related: YES NUMBER OF HOURS: 2 Hrs/Month during trading DESCRIPTION: Sell insurance and annuities to clients 7.Ascensus Consulting 401k - 401k Consulting Investment Related: YES ,NUMBER OF HOURS: 0 Hrs/Month during trading DESCRIPTION: Service 401k plans

Exams

• S66 Uniform Combined State Law Examination
  2020-11-30
• S65 Uniform Investment Adviser Law Examination
  2018-01-27

Other Names

• Jared Evan Goldstine