Jane DesmondCRD Number: 6481121
Current Firm: Goldman Sachs Personal Financial Management
Jane Desmond (CRD# 6481121) is an Investment Advisor Representative working at Goldman Sachs Personal Financial Management in Cherry Hill, NJ and has over 6 years of experience in the finance industry.
Hamilton-bates Investment Research, Inc.
Oppenheimer & Company Inc.
Lpl Financial LLC
|Goldman Sachs & Company LLC||Canonsburg, PA||Jan 2021 - Current||1|
|United Capital Financial Advisers, LLC||Newport Beach, CA||Dec 2020 - Current||1|
|The Ayco Company, L.p./mercer Allied||Cherry Hill, NJ||Jun 2014 - Jan 2021||6|
|Sloan & Feller||Mahopac, NY||Oct 2010 - Jun 2014||3|
|Byrne & Masse||Pearl River, NY||Feb 2014 - Apr 2014||< 1|
|Byrne & Masse||Pearl River, NY||Feb 2013 - Apr 2013||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2015|
Total Assets Under Management29,473MILLIONS
Total Number of Accounts76,965ACCOUNTS
Average Account Value$382,942
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, WY
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