Jessica L. Goedtel
PAVILION FINANCIAL PLANNING
Allentown, PA
Some features on this profile are disabled
CRD#: 6377275
Professional summary
Jessica Lee Goedtel, CFP® is a registered financial advisor currently at PAVILION FINANCIAL PLANNING located in Allentown, Pennsylvania.
Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jessica has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Core Areas of Focus
Fixed Fee (Subscription
Retainer
etc.)
Millennials
Women's Financial Planning Issues
Biography
Jessica became a financial planner because of her passion for personal finance and a frustration with the lack of financial literacy education. She cut her teeth in the industry beginning in 2013 and learned financial planning while working at firms both big and small. She earned her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2018. Jessica has a wealth of experience helping clients in all stages of their lives, from right out of college to well into retirement.
Jessica is an avid runner, having run 3 marathons and dozens of half marathons. She received her Bachelor’s Degree in Classics & Ancient Mediterranean Studies from Penn State University. A self-confessed nerd (before it was cool), she could easily spend all day discussing Star Wars, Marvel, and Tolkien mythology. She also enjoys reading, baking, collecting fossils, and trying to keep her various plants alive.
Question & Answer
What are your service offerings?
Budgeting
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
What is your minimum asset requirement?
1
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jessica Lee Goedtel'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: 2018
Experience
Current
July 27, 2021 - Present
PAVILION FINANCIAL PLANNING
RIA
CRD#: 315349
Allentown, PA
Past
October 20, 2020 - August 6, 2021
FACET
RIA
CRD#: 285961
Allentown, PA
Past
May 23, 2016 - September 29, 2020
VALLEY NATIONAL ADVISERS INC
RIA
CRD#: 110788
BETHLEHEM, PA
Past
May 23, 2016 - September 29, 2020
VALLEY NATIONAL INVESTMENTS, INC.
BD
CRD#: 16715
BETHLEHEM, PA
Past
February 18, 2015 - May 9, 2016
GOLDMAN SACHS WEALTH SERVICES, L.P.
RIA
CRD#: 106693
PARSIPPANY, NJ
Past
September 26, 2014 - May 9, 2016
MERCER ALLIED COMPANY, L.P.
BD
CRD#: 37404
PARSIPPANY, NJ
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(8/31/2023)
IAR
Illinois(9/2/2025)
IAR
New York(4/3/2024)
IAR
Pennsylvania(7/27/2021)
IAR
Texas(9/30/2021)
IAR
Washington(8/31/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
PAVILION FINANCIAL PLANNING
PAVILION FINANCIAL PLANNING | PAVILION FINANCIAL PLANNING LLC
CRD#: 315349 / SEC#:
California
Registered Investment Advisory firm - (8/31/2023 Approved)Illinois
Registered Investment Advisory firm - (9/2/2025 Approved)New York
Registered Investment Advisory firm - (4/3/2024 Approved)Pennsylvania
Registered Investment Advisory firm - (7/27/2021 Approved)Texas
Registered Investment Advisory firm - (9/28/2021 Conditional Restricted)Washington
Registered Investment Advisory firm - (8/31/2023 Approved)PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
Allentown, PA
Mailing Address
Phone number
(610) 465-1120
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 60 |
| AUM (Assets Under Management) | $ 4,313,430 |
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.
