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Jeffrey Richard Goodstein

Insight Financial, Inc.

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About Jeffrey Richard Goodstein

Jeffrey Goodstein is a Registered Investment Advisor at Insight Financial, Inc. in Richmond, VA. Jeffrey has been in the industry since 1985. Jeffrey is registered with the state of Virginia and holds Series 3, 7, 63 and 65 licenses. Jeffrey has experience in portfolio management for individuals, irrevocable trusts, and provides market timing services. Jeffrey was previously registered with Wharton Equity Corporation in Wayne, PA, Voss & Co., Inc., and Dean Witter Reynolds Inc. Jeffrey's clients include high net worth individuals, individuals other than high net worth, and irrevocable trusts.

Firm Information

Jeffrey Goodstein is currently registered with Insight Financial, Inc.. Insight Financial, Inc. is an investment advisor that provides portfolio management services to high-net-worth individuals and irrevocable trusts. The firm has 18 accounts with approximately $25.3 million in regulatory assets under management. The firm's services include market timing and portfolio management for individuals.

$25.27M

Assets Under Management

Not reported

Total Clients

2

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for irrevocable trusts

Portfolio management for irrevocable trusts

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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jeffrey Goodstein’s Registration & Firm History

VA

07/09/2009 - Present

Insight Financial, Inc. (RICHMOND VA)

PA

09/18/1989 - 12/31/1998

WHARTON EQUITY CORPORATION (WAYNE PA)

NA

09/28/1987 - 09/16/1989

VOSS & CO., INC.

NA

07/25/1985 - 09/24/1986

DEAN WITTER REYNOLDS INC.

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Licenses & Designations

IA

Issued 06/11/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/09/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/07/1990

Series 3 - National Commodity Futures Examination

BC

Issued 07/20/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Jeffrey Richard Goodstein. Review regulatory record here.
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