Fredy Molfino De La Jara

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

• 07/2024 → Present
  Goldman Sachs
  Boston, MA
• 06/2023 → 08/2023
  Goldman Sahcs
  Boston, MA
• 06/2022 → 07/2022
  Pricewaterhousecoopers
  Boston, MA
• 06/2021 → 08/2021
  Fpmc Llc.
  San Juan, MA
• 06/2019 → 07/2019
  Jose Santiago Inc.
  San Juan, PR
• 06/2018 → 07/2018
  Jose Santiago Inc.
  San Juan, PR
• 06/2017 → 07/2017
  Jose Santiago Inc.
  San Juan, PR
• 08/2023 → 07/2024
  In College
  Boston, MA
• 07/2022 → 06/2023
  In College
  Boston, MA
• 08/2021 → 06/2022
  In College
  Boston, MA
• 07/2019 → 06/2021
  In School/College
  Boston, MA
• 07/2018 → 06/2019
  Student In High School
  San Juan, PR
• 07/2017 → 06/2018
  Student In High School
  San Juan, PR
• 01/2014 → 06/2017
  Student In High School
  San Juan, PR

Exams

• S66 Uniform Combined State Law Examination
  2024-08-31