Jeffrey M. Goyette

DAKOTA WEALTH

Mechanicsburg, PA 17055

Some features on this profile are disabled

CRD#: 5818674

Professional summary

Jeffrey Michael Goyette JR, CFP®, who also goes by Jeffrey Michael Goyette, Jeffrey Michael Goyette, is a registered financial advisor currently at DAKOTA WEALTH, LLC located in Mechanicsburg, Pennsylvania.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jeffrey has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeffrey Michael Goyette | Jeffrey Michael Goyette

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)Name of Business: Ash Brokerage Address: 5010 Ritter Road Ste 112, Mechanicsburg, PA, 17055, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 04/18/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Advisor selling life insurance through an outside vendor, Ash Brokerage (2)Name of Business: JMG Wealth Management Group Address: 5010 Ritter Road Ste 112, Mechanicsburg, PA, 17055, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/15/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Wealth Advisor & Portfolio Analysis

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Michael Goyette JR'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®

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

November 1, 2023 - Present

DAKOTA WEALTH, LLC

Office #1: 5010 Ritter Road Suite 112, Mechanicsburg, PA 17055

RIA

CRD#: 297987

Mechanicsburg, PA

Past

July 7, 2016 - November 6, 2023

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

Mechanicsburg, PA

Past

April 15, 2016 - November 6, 2023

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

Mechanicsburg, PA

Past

February 1, 2016 - April 28, 2016

LPL FINANCIAL LLC

CRD#: 6413

ENOLA, PA

Past

September 16, 2014 - February 9, 2016

HARTFORD FUNDS DISTRIBUTORS, LLC

CRD#: 45995

RADNOR, PA

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".

DAKOTA WEALTH, LLC

DAKOTA WEALTH MANAGEMENT | SPRINGSIDE PARTNERS | OAKMONT PARTNERS | DAKOTA WEALTH, LLC

CRD#: 297987 / SEC#: 801-114097

RIA

Registered Investment Advisory firm - (10/8/2018 Approved)

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

Pennsylvania
(11/1/2023)

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: 6/29/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/10/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/16/2014

General Securities Representative Examination

Current Firm

DAKOTA WEALTH, LLC

DAKOTA WEALTH MANAGEMENT | SPRINGSIDE PARTNERS | OAKMONT PARTNERS | DAKOTA WEALTH, LLC

CRD#: 297987 / SEC#: 801-114097

RIA

Registered Investment Advisory firm - (10/8/2018 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

11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752

Mailing Address

Phone number

(561) 774-8101

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (37 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DAKOTA WEALTH FORM ADV PART 2A (10/15/2025)

Regulatory assets under management

Total Number of Accounts	9,786
AUM (Assets Under Management)	$ 6,335,261,507

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
06/10/2025	Cover Page	Report
09/13/2024	Cover Page	Report
11/21/2023	Cover Page	Report
01/18/2023	Cover Page	Report

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

Alyssum Keefer

JANNEY MONTGOMERY SCOTT LLC

IAR

York, PA

Kevin Smith

JANNEY MONTGOMERY SCOTT LLC

IAR

York, PA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jeffrey M. Goyette

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Michael Goyette JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

LPL FINANCIAL LLC

HARTFORD FUNDS DISTRIBUTORS, LLC

Primary Firm SEC Registration

DAKOTA WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/29/2016

Series 63

Date: 10/10/2014

SIE

Date: 10/1/2018

Series 7

Date: 9/16/2014

Current Firm

DAKOTA WEALTH, LLC

Contact information

SEC notice filing (37 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

DAKOTA WEALTH, LLC

TRUST BUT VERIFY

Similar Advisors