Jeffrey Golden (CRD# 2244458) is an Investment Advisor Representative working at Circle Advisers Inc. in New York, NY and has over 31 years of experience in the finance industry. Jeffrey Golden has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Circle Advisers, Inc. | New York, NY | Feb 2002 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1992 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1999 |
- NY
- TX
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Total Assets Under Management675MILLIONS
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Total Number of Accounts10,777ACCOUNTS
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Average Account Value$62,627
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CO, CT, FL, LA, MA, NH, NJ, NY, PA, TX, VA, VT
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