President · Goldstone Financial Group, LLC
Jessica B Debold
CRD 4981342 · Named on Form ADV at one SEC-registered adviser
At a glance
Goldstone Financial Group, LLC, an SEC-registered wealth manager based in Oakbrook Terrace, IL with $1.1 billion in regulatory assets, lists Jessica B Debold on its Form ADV as President, a control person.
Firms and roles
- Goldstone Financial Group, LLCPresidentWealth manager · Oakbrook Terrace, IL · $1.1B in regulatory assets
AtlasMembers
Jessica’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.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Anthony PellegrinoOwner/managing Member, Goldstone Financial Group, LLC
- Brian R. KorienekMinority Owner, Goldstone Financial Group, LLC
- Ian D. MeiksinsChief Compliance Officer, Goldstone Financial Group, LLC
- Matthew R. RiceChief Investment Officer, Goldstone Financial Group, LLC
- Stephen M. LapointeChief Operations Officer, Goldstone Financial Group, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jessica’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.