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John Taylor Goodson

Alpha Planning AND Financial Services, Inc.

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About John Taylor Goodson

John Goodson is an investment advisor representative for Alpha Planning and Financial Services, Inc. in Solon, Ohio. John has been in the financial services industry since 2019 and has a Series 7, Series 65, and SIE license. John has experience working at MML Investors Services, LLC and AXA Advisors, LLC. John specializes in providing financial planning, educational seminars and selection of other advisors. John has a total of $58,430,557 under management in 369 accounts with individuals other than high net worth clients.

Firm Information

John Goodson is currently registered with Alpha Planning AND Financial Services, Inc.. Alpha Planning AND Financial Services, Inc. is an investment advisory firm that provides financial planning and portfolio management services to individuals. The firm has two licensed agents and manages approximately $58.43 million in assets for 172 clients. They offer educational seminars and help with selecting other advisers.

$58.43M

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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financial planning services

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

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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John Goodson’s Registration & Firm History

OH

02/15/2024 - Present

Alpha Planning AND Financial Services, Inc. (SOLON OH)

OH

09/15/2020 - 10/14/2022

MML INVESTORS SERVICES, LLC (CLEVELAND OH)

OH

01/23/2019 - 12/13/2019

AXA ADVISORS, LLC (CLEVELAND OH)

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Licenses & Designations

IA

Issued 09/23/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/23/2019

SIE - Securities Industry Essentials Examination

BC

Issued 01/23/2019

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Taylor Goodson.
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