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Partner & Financial Planner · Goldstein Advisors, LLC

Jon D. Goldstein

CRD 2462505 · Named on Form ADV at one SEC-registered adviser

At a glance

Goldstein Advisors, LLC, an SEC-registered wealth manager based in Madison, WI with $1.1 billion in regulatory assets, lists Jon D. Goldstein on its Form ADV as Partner & Financial Planner, a control person.

Firms and roles

AtlasMembers

Jon’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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Andrew T PetersChief Compliance Officer, Partner & Financial Planner, Goldstein Advisors, LLC

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