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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Michael Goldstein is an investment advisor representative currently working with Cresset Asset Management, LLC. Previously, Jon was with First Republic Securities Company, LLC in Menlo Park, CA and Constellation Wealth Advisors LLC, also in Menlo Park. Jon has been in the industry for over 30 years and is registered to provide investment advisory services in California.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
04/24/2023 - Present
Cresset Asset Management, LLC (CHICAGO IL)
CA
09/30/2015 - 05/17/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (Menlo Park CA)
CA
03/11/2008 - 12/07/2015
CONSTELLATION WEALTH ADVISORS LLC (MENLO PARK CA)
CA
09/23/1994 - 03/17/2008
CITIGROUP GLOBAL MARKETS INC. (MENLO PARK CA)
NY
09/16/1991 - 09/28/1994
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 01/15/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1993
Series 3 - National Commodity Futures Examination
BC
Issued 09/13/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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