Jacquelyn A. Goldstick
CORE WEALTH MANAGEMENT
Jupiter, FL 33458
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CRD#: 2934836
Professional summary
Jacquelyn Adler Goldstick, CFP®, who also goes by Jackie Adler, Jacquelyn Beth Adler, Jacquelyn Adler, Jacquelyn Beth Alder, Jacquelyn Beth Goldstick, is a registered financial advisor currently at CORE WEALTH MANAGEMENT, INC. located in Jupiter, Florida.
Jacquelyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Jacquelyn has worked at 7 firms and has passed the Series 63 and Series 7 exams.
Biography
Prior to joining Core Wealth Management, Jackie managed the Palm Beach Gardens office of Family First Financial Planning, a fee-only financial planning firm. She also helped establish a wealth management services group at a prestigious regional investment firm located in Chicago, Illinois. She provided comprehensive financial planning services, including retirement planning, asset allocation and investment analysis, tax planning, education funding, estate planning and cash flow planning for the firm’s high net worth clients and prospects. Jackie began her financial planning career at a family office, helping to manage and oversee several hundred million dollars in assets across four generations of family members. Additional experience includes several years in commercial and investment banking and a short time as an auditor at a public accounting firm.
Jackie holds a Bachelor of Science with a concentration in accounting from the John M. Olin School of Business at Washington University in St. Louis and the designation of Certified Financial Planner™.
Jackie was quoted in Oprah.com’s September 2009 newsletter to discuss staying home on one income.
Jackie is married to Larry and has two sons, Adam and Corey. Interests include exercise, reading, travel and spending time with her family.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Investment Planning
Retirement Planning
Budgeting
Education Planning
Do you have an area of expertise or specialization?
High Net Worth Client Needs
Hourly
Investment Advice with Ongoing...
Middle Income Client Needs
Women's Financial Planning Iss...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Jackie Adler | Jacquelyn Beth Adler | Jacquelyn Adler | Jacquelyn Beth Alder | Jacquelyn Beth Goldstick
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jacquelyn Adler Goldstick's 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®
CFP®
Start date: 2001
Experience
Current
July 23, 2012 - Present
CORE WEALTH MANAGEMENT, INC.
Office #1: 4600 Military Trail Suite 215, Jupiter, FL 33458RIA
CRD#: 162870
Jupiter, FL
Past
April 6, 2009 - June 12, 2012
FAMILY FIRST FINANCIAL PLANNING
RIA
CRD#: 131254
STUART, FL
Past
November 14, 2008 - January 20, 2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
PALM BEACH GARDENS, FL
Past
July 27, 2006 - October 15, 2008
MARCH CAPITAL CORP.
BD
CRD#: 24142
CHICAGO, IL
Past
May 9, 2006 - October 15, 2008
MARCH CAPITAL CORP.
RIA
CRD#: 24142
JUPITER, FL
Past
November 22, 2000 - July 9, 2004
WILLIAM BLAIR
BD
CRD#: 1252
CHICAGO, IL
Past
October 1, 1998 - July 8, 1999
BANC OF AMERICA SECURITIES LLC
BD
CRD#: 26091
NEW YORK, NY
Past
January 6, 1998 - October 1, 1998
BANCAMERICA SECURITIES, INC.
BD
CRD#: 17977
SAN FRANCISCO, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CORE WEALTH MANAGEMENT, INC.
CORE WEALTH MANAGEMENT, INC.
CRD#: 162870 / SEC#: 801-113827
RIA
Registered Investment Advisory firm - (8/13/2018 Approved)Florida
Registered Investment Advisory firm - (9/26/2018 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(7/23/2012)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
CORE WEALTH MANAGEMENT, INC.
CORE WEALTH MANAGEMENT, INC.
CRD#: 162870 / SEC#: 801-113827
RIA
Registered Investment Advisory firm - (8/13/2018 Approved)Florida
Registered Investment Advisory firm - (9/26/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4600 Military Trail Suite 215, Jupiter, FL 33458
Mailing Address
Phone number
(561) 491-0231
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 939 |
| AUM (Assets Under Management) | $ 345,478,379 |
Red Flags
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