John Goodwin, financial advisor Matawan NJ

John Goodwin

CRD Number: 712634
Current Firm: Atlas Private Wealth Advisors

John Goodwin (CRD# 712634) is an Investment Advisor Representative working at Atlas Private Wealth Advisors in Matawan, NJ and has over 26 years of experience in the finance industry.

Similar Advisors
Mostafa Aamer, financial advisor Matawan NJ
Mostafa Aamer
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Cole Aaronson, financial advisor Matawan NJ
Cole E. Aaronson
CRD# 6381165
A.g.p / Alliance Global Partners
Similar Advisors
Mauricio Abadi, financial advisor Matawan NJ
Mauricio Abadi
CRD# 4461130
Matrix Advisory
Company Name Location Dates Years
Lpl Financial LLC Matawan, NJ Oct 2021 - Current < 1
Atlas Private Wealth Advisors, LLC Matawan, NJ Oct 2021 - Current < 1
Mml Investors Services, LLC Iselin, NJ Nov 2018 - Oct 2021 2
Massmutual Life Insurance Company Iselin, NJ Oct 2018 - Oct 2021 3
Axa Advisors, LLC New York, NY May 2008 - Nov 2018 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1995
S65 NASAA Investment Advisors Law Examination May 1996
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for John K. Goodwin
Phone Number: (888) 996-2666
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    469
    MILLIONS
  • Total Number of Accounts
    2,026
    ACCOUNTS
  • Average Account Value
    $231,681
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, CT, DE, FL, GA, ID, IL, LA, MA, MD, ME, MI, MS, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WY

Ready to hire a financial advisor? Get competitive proposals from John Goodwin and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.