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Jacob Andrew Brown

Goldman Sachs Wealth Services, L.P.

Dallas, TX

Denver, CO

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Current Employers
Goldman Sachs Wealth Services, L.P.

100 Coliseum Drive, Cohoes, NY 12047 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-07-02
  • CO RA
    APPROVED
    Since 2026-07-02

Branch Locations

2001 Ross Avenue Suite 2800 , Dallas, TX 75201 • United States

200 Clayton Street Suite 700 , Denver, CO 80206 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Oala Shuttle Service Waco TX 02/2022 05/2024
Baylor University Waco TX 08/2020 05/2024
Goldman Sachs Newport Beach TX 06/2023 08/2023
1St University Credit Union Waco TX 06/2022 08/2022
Wahfles Llc La Verne CA 07/2018 07/2021
Glendora Public Library Glendora CA 05/2011 01/2021
Goldman Sachs & Co.LLc New York NY 07/2024 Present
  • 02/2022 → 05/2024
    Oala Shuttle Service
    Waco, TX
  • 08/2020 → 05/2024
    Baylor University
    Waco, TX
  • 06/2023 → 08/2023
    Goldman Sachs
    Newport Beach, TX
  • 06/2022 → 08/2022
    1St University Credit Union
    Waco, TX
  • 07/2018 → 07/2021
    Wahfles Llc
    La Verne, CA
  • 05/2011 → 01/2021
    Glendora Public Library
    Glendora, CA
  • 07/2024 → Present
    Goldman Sachs & Co.LLc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-12
  • S66 Uniform Combined State Law Examination
    2024-09-12

View on SEC IAPD

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Other Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

More in Dallas, TX

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