Jonathan Ghermezian

GOLD STAR ASSET MANAGEMENT

Westbury, NY 11590

Some features on this profile are disabled

CRD#: 3217297

Professional summary

Jonathan Ghermezian is a registered financial advisor currently at GOLD STAR ASSET MANAGEMENT, LLC located in Westbury, New York.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Jonathan has worked at 12 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Jonathan Ghermezian works in accounts payable for Allied Importers. From time to time, he may offer clients advice or products from those activities and clients should be aware that these services may involve a conflict of interest. Goldstar Asset Management, LLC always acts in the best interest of the client and clients are in no way required to utilize the services of any representative of Goldstar Asset Management, LLC in such individual's outside capacities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Ghermezian'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®

None

Experience

Current

January 13, 2017 - Present

GOLD STAR ASSET MANAGEMENT, LLC

Office #1: 1025 Old Country Ave Suite 205, Westbury, NY 11590

RIA

CRD#: 283789

Westbury, NY

Past

August 25, 2015 - October 9, 2015

CAPE SECURITIES INC.

CRD#: 7072

LAKE GROVE, NY

Past

June 18, 2014 - August 22, 2015

SUNSTREET SECURITIES, LLC

CRD#: 143211

GREAT NECK, NY

Past

December 2, 2013 - May 2, 2014

BLACKBOOK CAPITAL, LLC

CRD#: 123234

HILLSIDE, NJ

Past

August 29, 2013 - November 15, 2013

WINDSOR STREET CAPITAL, LP

CRD#: 34171

NEW YORK, NY

Past

May 13, 2013 - August 12, 2013

ALLIED MILLENNIAL PARTNERS, LLC

CRD#: 16569

NEW YORK, NY

Past

January 5, 2012 - February 23, 2012

CAPE SECURITIES INC.

CRD#: 7072

LAKE GROVE, NY

Past

August 15, 2011 - November 18, 2011

IAA FINANCIAL LLC

CRD#: 6578

MELVILLE, NY

Past

January 19, 2011 - July 20, 2011

SYNERGY INVESTMENT GROUP, LLC

CRD#: 46035

WESTBURY, NY

Past

July 9, 2010 - December 13, 2010

THINKEQUITY LLC

CRD#: 20996

NEW YORK, NY

Past

June 3, 2010 - June 21, 2010

PHD CAPITAL

CRD#: 38785

NEW YORK, NY

Past

March 25, 2010 - May 17, 2010

J.P. TURNER & COMPANY, L.L.C.

CRD#: 43177

UNIONDALE, NY

Past

February 26, 2010 - March 1, 2010

SYNERGY INVESTMENT GROUP, LLC

CRD#: 46035

WESTBURY, NY

Past

November 9, 2009 - February 23, 2010

FINTEGRA, LLC

CRD#: 16741

WESTBURY, NY

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

California
(1/13/2017)

IAR

New York
(8/10/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/5/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/16/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/9/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/5/2009

General Securities Representative Examination

Current Firm

GOLD STAR ASSET MANAGEMENT, LLC

GOLD STAR ASSET MANAGEMENT, LLC | GOLDSTAR WEALTH MANAGEMENT | GOLDSTAR ASSET MANAGEMENT, LLC

CRD#: 283789 / SEC#:

California

Registered Investment Advisory firm - (1/13/2017 Approved)

New York

Registered Investment Advisory firm - (7/1/2016 Approved)

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

1025 Old Country Ave Suite 205, Westbury, NY 11590

Mailing Address

Phone number

(516) 307-9501

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	11
AUM (Assets Under Management)	$ 1,400,000

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.

Similar Advisors

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Subhrajit Goon

AIMCDONNAUGH & CO. INC.

IAR

Berkeley heights, NJ

Randy Brickman

PARK AVENUE SECURITIES LLC

IAR

NORTH WOODMERE, NY

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jonathan Ghermezian

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Ghermezian's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPE SECURITIES INC.

SUNSTREET SECURITIES, LLC

BLACKBOOK CAPITAL, LLC

WINDSOR STREET CAPITAL, LP

ALLIED MILLENNIAL PARTNERS, LLC

CAPE SECURITIES INC.

IAA FINANCIAL LLC

SYNERGY INVESTMENT GROUP, LLC

THINKEQUITY LLC

PHD CAPITAL

J.P. TURNER & COMPANY, L.L.C.

SYNERGY INVESTMENT GROUP, LLC

FINTEGRA, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/5/2016

Series 63

Date: 3/16/2010

SIE

Date: 10/9/2015

Series 7

Date: 11/5/2009

Current Firm

GOLD STAR ASSET MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GOLD STAR ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors