AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JG

JACK E. GOLDIN

EATON VANCE DISTRIBUTORS | Regional Vice President
BOSTON, MA 02109
Some features on this profile are disabled
CRD#: 2558403
JG

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.

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

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
BD
CRD#: 37731
BOSTON, MA
Past

February 26, 2025 - April 23, 2025

FNEX CAPITAL, LLC

BD
CRD#: 166316
INDIANAPOLIS, IN
Past

November 18, 2024 - February 27, 2025

ULTIMUS FUND DISTRIBUTORS, LLC

BD
CRD#: 104177
CINCINNATI, OH
Past

December 22, 2023 - July 2, 2024

FORESIDE FUND SERVICES, LLC

BD
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.

BD
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

BD
CRD#: 41782
EXCELSIOR, MN
Past

January 11, 2019 - October 15, 2020

FRANKLIN TEMPLETON FINANCIAL SERVICES CORP.

BD
CRD#: 13594
SAN MATEO, CA
Past

February 26, 2018 - October 13, 2020

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

BD
CRD#: 332
SAN MATEO, CA
Past

June 9, 2011 - January 23, 2018

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

BD
CRD#: 7834
NEW YORK, NY
Past

May 1, 2001 - June 7, 2011

CAPITAL CLIENT GROUP, INC.

BD
CRD#: 6247
LOS ANGELES, CA
Past

November 25, 1994 - April 3, 2001

GLOBAL ATLANTIC DISTRIBUTORS, LLC

BD
CRD#: 8326
HARTFORD, CT

State Registrations and Notice Filings

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

RR
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

RR
Florida
(6/12/2025)
RR
Georgia
(6/12/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/13/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/30/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 6/20/2024
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/9/2013
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/23/1994
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 6/20/2024
Investment Company Products/Variable Contracts Principal Examination
SRO Registrations
RR
FINRA

Current Firm

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

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

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
MORGAN STANLEY CAPITAL MANAGEMENT, LLCSHAREHOLDER
FAHEY, LAWRENCE LOUISPRINCIPAL OPERATIONS OFFICER2097212
FAMIGLIETTI, FRANK JDIRECTOR2702269
KASETA, LYNN MCHIEF COMPLIANCE OFFICER6451373
KUSH, ANTHONY NPRINCIPAL FINANCIAL OFFICER, AND, FINANCIAL AND OPERATIONS PRINCIPAL OFFICER7463692
LEFEVRE, BENJAMIN WILLIAMTEXAS DESIGNATED PRINCIPAL2261749
LEIMENSTOLL, ANDREW JOHNDIRECTOR4640636
MICHAUD, DAVID ANDREWDIRECTOR2730645
WITKOS, MATTHEW JOSEPHPRESIDENT, CEO, AND DIRECTOR2034689

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.

Company Information

EATON VANCE DISTRIBUTORS, INC.

Regional Vice PresidentCRD#: 37731Boston, MA 02109

TRUST BUT VERIFY

Monitor JACK GOLDIN

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

Similar Advisors

Martin Lee Robbins II
Martin RobbinsAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Norwell, MA
TR
Tamara RoseAdvisorCheck Check Mark
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
RR
BOSTON, MA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.