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President - Business Development and Acquisitions · Kingswood Wealth Advisors, LLC

Jaime G. Golden

CRD 2946822 · Named on Form ADV at one SEC-registered adviser

At a glance

Kingswood Wealth Advisors, LLC, an SEC-registered wealth manager based in SAN Diego, CA with $3.8 billion in regulatory assets, lists Jaime G. Golden on its Form ADV as President - Business Development and Acquisitions.

Firms and roles

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Jaime’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

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Colleagues named on the same filings (6)

1 more person named with Jaime on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jaime’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.