Sandra Goins, financial advisor San Diego CA
96 score

Sandra Goins

CRD Number: 5328260
Current Firm: J.p. Morgan Securities LLC

Sandra Goins (CRD# 5328260) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Diego, CA and has over 9 years of experience in the finance industry. Sandra Goins 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.

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Professional Designations
Company Name Location Dates Years
Jpmorgan Securities LLC Emeryville, CA May 2015 - Current 1
Morgan Stanley Private Bank, National Association San Diego, CA Jan 2015 - Apr 2015 < 1
Morgan Stanley San Diego, CA Jun 2014 - Apr 2015 < 1
Edward Jones St. Louis, MO Sep 2013 - May 2014 < 1
Unemployed Santee, CA Aug 2013 - Sep 2013 < 1
Oppenheimerfunds Distributor, Inc. New York, NY Apr 2013 - Jul 2013 < 1
Oppenheimer Funds New York, NY Apr 2013 - Jul 2013 < 1
Prudential Annuities Distributors, Inc. Shelton, CT May 2012 - Apr 2013 < 1
Prudential Insurance Company Of America Shelton, CT May 2012 - Apr 2013 < 1
Ast Investment Services, Inc. Shelton, CT May 2012 - Apr 2013 < 1
Lpl Financial Corp San Diego, CA Oct 2007 - Apr 2012 4
Lpl Financial LLC San Diego, CA Oct 2007 - Apr 2012 4
Sammy's La Jolla, CA Jan 2007 - Oct 2007 < 1
New England Securities San Diego, CA Jan 2007 - Jun 2007 < 1
Sdsu San Diego, CA Jan 2005 - Dec 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2007
S66 NASAA Uniform Combined State Law Examination Dec 2010
Contact Info for Sandra J. Goins
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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