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Jeffrey Mark Goldman

Chapin, Davis

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About Jeffrey Mark Goldman

Jeffrey Goldman is a financial advisor with over 25 years of experience in the industry. He is currently registered with Chapin, Davis, and holds a Series 7, 63, and 65 license. Jeffrey specializes in providing financial planning, portfolio management, and pension consulting services to individuals and corporations. He previously held a similar position at Legg Mason Wood Walker, Incorporated.

Firm Information

Jeffrey Goldman is currently registered with Chapin, Davis. Chapin, Davis is a corporation headquartered in BALTIMORE, MD, United States, formed on 1990-12-12. The firm provides financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. They have a total of 684 client accounts, with $417,434,640 in regulatory assets under management. Their client base consists primarily of individuals, with a smaller number of corporations or other businesses.
Chapin, Davis

1411 CLARKVIEW ROAD

BALTIMORE, MD 21209

$417.43M

Assets Under Management

Not reported

Total Clients

31

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Concessions paid by issuers of securities sold to clients

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Jeffrey Goldman’s Registration & Firm History

MD

10/12/2011 - Present

Chapin, Davis (BALTIMORE MD)

NA

02/18/1997 - 03/12/1997

CHAPIN, DAVIS

MD

07/18/1994 - 02/14/1997

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

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Licenses & Designations

BOTH

Issued 08/04/2011

Series 66 - Uniform Combined State Law Examination

IA

Issued 07/29/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/29/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/15/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jeffrey Mark Goldman. Review regulatory record here.
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