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John Vincent Goodman

McDonald Partners LLC

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About John Vincent Goodman

John Goodman is a Registered Representative with McDonald Partners LLC, located in Cleveland, Ohio. John has been in the securities industry since 1985. John Goodman has experience with a number of different firms, including Wells Fargo Advisors, LLC, Lehman Brothers Inc., SG Cowen Securities Corporation, and Cowen & Co. John holds licenses for Series 63, SIE, and Series 7.

Firm Information

John Goodman is currently registered with McDonald Partners LLC. McDonald Partners LLC is an investment advisory firm based in CLEVELAND, OH. The firm, which was formed in April 2005, provides financial planning, pension consulting, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. They manage approximately $1,115,223,985 in assets for 1,967 clients.
McDonald Partners LLC

1301 EAST 9TH STREET

CLEVELAND, OH 44114

$1.12B

Assets Under Management

20

Total Clients

33

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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fixed fees

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

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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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John Goodman’s Registration & Firm History

OH

12/14/2012 - Present

McDonald Partners LLC (CLEVELAND OH)

OH

08/23/2002 - 01/03/2013

WELLS FARGO ADVISORS, LLC (CLEVELAND OH)

NY

10/10/2000 - 08/26/2002

LEHMAN BROTHERS INC. (NEW YORK NY)

NY

07/01/1998 - 10/24/2000

SG COWEN SECURITIES CORPORATION (NEW YORK NY)

NY

11/24/1987 - 07/01/1998

COWEN & CO. (NEW YORK NY)

NA

07/24/1985 - 12/16/1987

E. F. HUTTON & COMPANY INC

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Licenses & Designations

BC

Issued 08/07/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/20/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 7 public disclosures for John Vincent Goodman. Review regulatory record here.
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