Jonathan David Goldman
Professional Summary
Jonathan David Goldman is a registered financial advisor currently at GENESIS CAPITAL, LLC located in Atlanta, Georgia. Jonathan is registered as a RR (Registered Representative) and started their career in finance in 1990. Jonathan has worked at 4 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
36 years in the financial services industry
Current & Past Employments
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Current Firm
G.C. SECURITIES, L.L.C. | GENESIS CAPITAL, LLC
Contact Information
Main Address
3414 Peachtree Road, Ne Suite 700, Atlanta, GA 30326Mailing Address
3414 Peachtree Road, Ne Suite 700, Atlanta, GA 30326Phone Number
(404) 816-7535Established
Georgia since 04/18/2003Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (24 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(2/15/2005)
(5/2/2022)
(2/1/2005)
(2/2/2005)
(2/1/2018)
(2/16/2005)
(2/19/2004)
(2/23/2005)
(1/19/2022)
(12/6/2023)
(2/23/2005)
(1/11/2022)
(12/11/2019)
(2/21/2024)
(3/7/2024)
(4/14/2005)
(2/1/2005)
(12/7/2023)
(1/11/2018)
(2/6/2018)
(4/5/2005)
(4/13/2005)
(2/8/2005)
(5/30/2024)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jonathan David Goldman's CRS (Customer Relationship Summary).
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