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JG

John C. Goyette

DAKOTA WEALTH
Mechanicsburg, PA 17055
Some features on this profile are disabled
CRD#: 6339112
JG

Professional summary

John Charles Goyette, who also goes by John C Goyette, Jack Goyette, John Goyette, is a registered financial advisor currently at DAKOTA WEALTH, LLC located in Mechanicsburg, Pennsylvania.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. John has worked at 7 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

John C Goyette | Jack Goyette | John 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Charles Goyette'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

November 1, 2023 - Present

DAKOTA WEALTH, LLC

Office #1: 5010 Ritter Road Suite 112, Mechanicsburg, PA 17055
RIA
CRD#: 297987
Mechanicsburg, PA
Past

June 2, 2022 - August 18, 2023

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
RADNOR, PA
Past

September 8, 2021 - June 30, 2022

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
Mechanicsburg, PA
Past

September 8, 2021 - June 30, 2022

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
Mechanicsburg, PA
Past

November 21, 2019 - February 16, 2021

ASCENSUS INVESTMENT ADVISORS, LLC

RIA
CRD#: 120632
DRESHER, PA
Past

May 14, 2019 - February 16, 2021

ASCENSUS BROKER DEALER SERVICES, LLC

BD
CRD#: 36478
Dresher, PA
Past

January 31, 2019 - April 24, 2019

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
BALA CYNWYD, PA
Past

November 26, 2018 - April 24, 2019

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
BALA CYNWYD, 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".
DW
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)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/21/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/26/2018
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/20/2018
Securities Industry Essentials Examination

Current Firm

DW
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)
PREMIUM
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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
78

SEC notice filing (37 States and Territories)

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

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 Accounts9,786
AUM (Assets Under Management)$ 6,335,261,507

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

DAKOTA WEALTH, LLC

CRD#: 297987Mechanicsburg, PA 17055

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