JACK E. GOLDIN

EATON VANCE DISTRIBUTORS | Regional Vice President

BOSTON, MA 02109

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CRD#: 2558403

Professional summary

JACK GOLDIN, who also goes by Jack Edward Goldin, Jack Goldin, is a registered financial professional currently at EATON VANCE DISTRIBUTORS, INC. located in Boston, Massachusetts.

JACK is registered as a RR (Registered Representative) and started their career in finance in 1994. JACK has worked at 13 firms and has passed the Series 65, Series 63, Series 6TO, SIE, Series 7, Series 6 and Series 26 exams.

Aliases

Jack Edward Goldin | Jack Goldin

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.

1.) FINANCIAL DISTRIBUTORS GROUP - 8/2/2023 - 935 Kings Hwy, Suite 300, West Deptford, NJ 08086 - Wholesaler, Sales, Not Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) TLG ADVISORS INC - 8/2/2023 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, RA business, 0 hrs/mo; 0 hrs/mo (during trading hours).

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view JACK GOLDIN's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 11, 2025 - Present

EATON VANCE DISTRIBUTORS, INC.

Office #1: One Post Office Square, Boston, MA 02109

CRD#: 37731

BOSTON, MA

Past

February 26, 2025 - April 23, 2025

FNEX CAPITAL, LLC

CRD#: 166316

INDIANAPOLIS, IN

Past

November 18, 2024 - February 27, 2025

ULTIMUS FUND DISTRIBUTORS, LLC

CRD#: 104177

CINCINNATI, OH

Past

December 22, 2023 - July 2, 2024

FORESIDE FUND SERVICES, LLC

CRD#: 46106

Fort Lauderdale, FL

Past

August 17, 2023 - December 13, 2023

TLG ADVISORS, INC.

RIA

CRD#: 111052

West Deptford, NJ

Past

August 3, 2023 - December 13, 2023

THE LEADERS GROUP, INC.

CRD#: 37157

SUMMIT, NJ

Past

August 27, 2021 - May 17, 2023

FISHER INVESTMENTS

RIA

CRD#: 107342

Delray Beach, FL

Past

January 8, 2021 - August 9, 2021

LOCORR DISTRIBUTORS, LLC

CRD#: 41782

EXCELSIOR, MN

Past

January 11, 2019 - October 15, 2020

FRANKLIN TEMPLETON FINANCIAL SERVICES CORP.

CRD#: 13594

SAN MATEO, CA

Past

February 26, 2018 - October 13, 2020

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

CRD#: 332

SAN MATEO, CA

Past

June 9, 2011 - January 23, 2018

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

CRD#: 7834

NEW YORK, NY

Past

May 1, 2001 - June 7, 2011

CAPITAL CLIENT GROUP, INC.

CRD#: 6247

LOS ANGELES, CA

Past

November 25, 1994 - April 3, 2001

GLOBAL ATLANTIC DISTRIBUTORS, LLC

CRD#: 8326

HARTFORD, CT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(6/12/2025)

Georgia
(6/12/2025)

Exams

What does exam status mean?

State Security Law Exam

Series 65

Status Unavailable

Passed: 8/13/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Status Unavailable

Passed: 11/30/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Status Unavailable

Passed: 6/20/2024

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Status Unavailable

Passed: 5/9/2013

General Securities Representative Examination

General Industry/Product Exam

Series 6

Status Unavailable

Passed: 11/23/1994

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Status Unavailable

Passed: 6/20/2024

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

EATON VANCE DISTRIBUTORS, INC.

EATON VANCE DISTRIBUTORS, INC. | EV DISTRIBUTORS, INC. | EATON VANCE DISTRIBUTORS, INC.

CRD#: 37731 / SEC#: , 8-47939

Broker-Dealer Firm Regulated by FINRA (Boston district office)

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Contact information

Main Address

One Post Office Square, Boston, MA 02109

Mailing Address

1300 Thames Street C/o Shared Services Compliance - Registration, Baltimore, MD 21231

Phone number

(617) 482-8260

Established

Massachusetts since 07/15/1994

Firm type

Corporation

Fiscal year end

December

Firm Size

Medium

# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
MORGAN STANLEY CAPITAL MANAGEMENT, LLC	SHAREHOLDER
FAMIGLIETTI, FRANK J	CO-PRESIDENT AND DIRECTOR	2702269
KASETA, LYNN M	CHIEF COMPLIANCE OFFICER	6451373
KUSH, ANTHONY N	PRINCIPAL FINANCIAL OFFICER, AND, FINANCIAL AND OPERATIONS PRINCIPAL OFFICER	7463692
LEFEVRE, BENJAMIN WILLIAM	TEXAS DESIGNATED PRINCIPAL	2261749
MELLO, KATARZYNA ZOFIA	DIRECTOR	2280509
MICHAUD, DAVID ANDREW	CO-PRESIDENT AND DIRECTOR	2730645
RANDALL, RONALD ALLAN	PRINCIPAL OPERATIONS OFFICER	2946509

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

JACK E. GOLDIN

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view JACK GOLDIN's CRS (Customer Relationship Summary).

Certified licenses

Experience

FNEX CAPITAL, LLC

ULTIMUS FUND DISTRIBUTORS, LLC

FORESIDE FUND SERVICES, LLC

TLG ADVISORS, INC.

THE LEADERS GROUP, INC.

FISHER INVESTMENTS

LOCORR DISTRIBUTORS, LLC

FRANKLIN TEMPLETON FINANCIAL SERVICES CORP.

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

CAPITAL CLIENT GROUP, INC.

GLOBAL ATLANTIC DISTRIBUTORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Passed: 8/13/2021

Series 63

Passed: 11/30/1994

Series 6TO

Passed: 6/20/2024

SIE

Passed: 10/1/2018

Series 7

Passed: 5/9/2013

Series 6

Passed: 11/23/1994

Series 26

Passed: 6/20/2024

FINRA

Current Firm

EATON VANCE DISTRIBUTORS, INC.

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

EATON VANCE DISTRIBUTORS, INC.

TRUST BUT VERIFY

Contact information

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