Jessica B. Debold
GOLDSTONE FINANCIAL GROUP | Director Of Advanced Planning
Oakbrook Terrace, IL 60181
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CRD#: 4981342
Professional summary
Jessica B Debold, CFP®, who also goes by Jessica V Beam, is a registered financial advisor currently at GOLDSTONE FINANCIAL GROUP, LLC located in Oakbrook Terrace, Illinois.
Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jessica has worked at 5 firms and has passed the Series 66 and Series 7 exams.
Biography
Jessica DeBold began her career in the financial services industry in 2006. As a child, Jessica was inspired to be a part of this industry by watching her father work with his employees and coach them on the steps that needed to be taken to achieve their retirement goals. Jessica is a CERTIFIED FINANCIAL PLANNER™ (CFP®), an Enrolled Agent, holds an Ohio life & health insurance license, has passed her Series 66 license exam, and is currently pursuing a Master’s Degree in Financial Planning. Throughout her career, Jessica has developed a passion for tax planning and believes that it is an integral, and often overlooked, part of the holistic financial planning process.
Jessica spends her spare time with her husband and daughters who are very involved in 4-H — a U.S.-based network of youth organizations — and the livestock industry. Additionally, she is passionate about supporting our nation’s veterans by volunteering for Operation Cherrybend, a non-profit organization that benefits combat-wounded veterans with events and networking opportunities.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jessica V Beam
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.
DeBold Builders LLC; Not Investment-Related; 2173 S State Route 72 Sabina OH, 45169; Residential Construction; Bookkeeper/ Accounting; 01/01/2010; Hours per Month: 5; Hours During Securities Trading Hours: 0; Duties: Helping With Bookkeeping/Accounting and Income Tax Preparation.
CRS (Client Relationship Summary) - RIA
Click below to view Jessica B Debold'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®
Experience
Current
August 6, 2023 - Present
GOLDSTONE FINANCIAL GROUP, LLC
Office #1: 18w140 Butterfield Road 16th Floor, Oakbrook Terrace, IL 60181RIA
CRD#: 222520
Oakbrook Terrace, IL
Past
January 10, 2022 - July 29, 2023
EDELMAN FINANCIAL ENGINES
RIA
CRD#: 104510
SABINA, OH
Past
March 29, 2018 - December 2, 2021
BUCKINGHAM CAPITAL MANAGEMENT, INC.
RIA
CRD#: 117984
DAYTON, OH
Past
May 22, 2014 - December 2, 2021
BUCKINGHAM FINANCIAL GROUP, INC.
RIA
CRD#: 117982
DAYTON, OH
Past
October 19, 2006 - September 4, 2012
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
WILMINGTON, OH
Past
September 29, 2006 - September 4, 2012
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
WILMINGTON, OH
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".
GF
GOLDSTONE FINANCIAL GROUP, LLC
GOLDSTONE FINANCIAL GROUP, LLC
CRD#: 222520 / SEC#: 801-99350
RIA
Registered Investment Advisory firm - (6/5/2015 Approved)Illinois
Registered Investment Advisory firm - (1/20/2016 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
Illinois(8/6/2023)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
GF
GOLDSTONE FINANCIAL GROUP, LLC
GOLDSTONE FINANCIAL GROUP, LLC
CRD#: 222520 / SEC#: 801-99350
RIA
Registered Investment Advisory firm - (6/5/2015 Approved)Illinois
Registered Investment Advisory firm - (1/20/2016 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
18w140 Butterfield Road 16th Floor, Oakbrook Terrace, IL 60181
Mailing Address
Phone number
(630) 620-9300
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,083 |
| AUM (Assets Under Management) | $ 917,456,867 |
Red Flags
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Company Information
GOLDSTONE FINANCIAL GROUP, LLC
Director Of Advanced PlanningCRD#: 222520Oakbrook Terrace, IL 60181TRUST BUT VERIFY
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