Jessica L. Goedtel
PAVILION FINANCIAL PLANNING
Allentown, PA
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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.
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...
Do you have an area of expertise or specialization?
Fixed Fee (Subscription, Retai...
Millennials
Women's Financial Planning Iss...
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.
1) McCarthy Tax Preparation; Not investment-related; 6083 Donna Jay Drive, Loveland, OH 45140; Tax preparation firm; Tax Preparer (Independent Contractor); 08/2021; Less than 5 hours/month devoted; 3 hours devoted during securities trading hours; Prepare (not sign) client tax returns. 2) Eos Tax Services; Not investment-related; 100 Spy Pond Parkway, Arlington, MA 02474Arlington, MA; Tax preparation firm; Tax Preparer (Independent Contractor); 02/2022; Less than 5 hours/month devoted; 3 hours devoted during securities trading hours; Prepare (not sign) client tax returns. 3) Forbes; Not investment-related; 251 Little Falls Drive, Wilmington DE 19808; Publication; Freelance Writer (Independent Contractor); 08/2023; 10 hours/month devoted; 5 hours/month during securities trading hours; Article writing. 4) Thinkific; Not investment-related; 369 Terminal Avenue, #400, Vancouver, BC V6A 4C4, Canada; Online learning platform; Educational content creator (Independent Contractor); 02/2024; Less than 5 hours/month devoted; Less than 5 hours/month during securities trading hours; Educational content creator.
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)Upgrade to AdvisorCheck Premium
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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 | 47 |
| AUM (Assets Under Management) | $ 3,421,195 |
Red Flags
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