JG
Jared E. Goldstine
STIRLINGSHIRE INVESTMENTS
New York, NY 10018
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CRD#: 6911994
JG
Professional summary
Jared Evan Goldstine, who also goes by Jared Evan Goldstine, is a registered financial advisor currently at STIRLINGSHIRE INVESTMENTS located in New York, New York and STIRLINGSHIRE INVESTMENTS located in New York City, New York.
Jared is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Jared has worked at 4 firms and has passed the Series 66, Series 65, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jared Evan Goldstine
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: Mutual of Omaha, Inv Related Y, Address: 3301 Dodge Street, Omaha Nebraska 68175, Nature: Insurance Company, Position: Long Term Care Insurance Sales, 0 hrs per month. I receive a dividend from a policy sold, no active participation 2.Guardian Life Insurance Company, Inv Rel. Y, Address: 10 Hudson Yards NY NY 10001 Nature: Insurance Company, Position: Independent Insurance Broker, 0 hrs per month. I receive income from previous clients, no new sales 3.National Guardian Life, Inv Rel. Y, Address Two Esat Gilman Street, Madison WI 53703 Nature: Insurance Company, Position: Long Term Care Insurance Sales, 0 hrs per month. I receive a dividend from a policy previously sold, no active participation 4.First Choice Networking Group, Inv Rel N, Nature: Professional Networking Group, Position: VP, 0 Hrs during trading, No compensation received (volunteer) 5.RetireOne Investment Services - Position: Variable Annuities Rep Investment Related: YES NUMBER OF HOURS: 2 Hrs/Month during trading DESCRIPTION: Sell annuities to clients 6.Highland Capital - Position: Variable Annuities Rep Investment Related: YES NUMBER OF HOURS: 2 Hrs/Month during trading DESCRIPTION: Sell insurance and annuities to clients 7.Ascensus Consulting 401k - 401k Consulting Investment Related: YES ,NUMBER OF HOURS: 0 Hrs/Month during trading DESCRIPTION: Service 401k plans
CRS (Client Relationship Summary) - RIA
Click below to view Jared Evan Goldstine'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®
NoneExperience
Current
May 9, 2025 - Present
STIRLINGSHIRE INVESTMENTS
Office #1: 15 W 38th St. #704, New York, NY 10018RIA
CRD#: 327779
New York, NY
Current
April 9, 2025 - Present
STIRLINGSHIRE INVESTMENTS
Office #1: 15 W 38th St Suite 704, New York City, NY 10018BD
CRD#: 310576
New York City, NY
Past
January 13, 2021 - April 30, 2025
PARK AVENUE SECURITIES LLC
RIA
CRD#: 46173
DEERFIELD, IL
Past
October 12, 2020 - April 30, 2025
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
DEERFIELD, IL
Past
February 15, 2018 - May 5, 2020
CISTRON INVESTMENT ADVISORS LLC
RIA
CRD#: 292998
BUFFALO GROVE, IL
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".
SI
STIRLINGSHIRE INVESTMENTS
STIRLINGSHIRE INVESTMENTS | STIRLINGSHIRE RIA LLC. | STIRLINGSHIRE RIA LLC
CRD#: 327779 / SEC#: 801-128665
RIA
Registered Investment Advisory firm - (9/7/2023 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(4/9/2025)
RR
California(4/9/2025)
RR
Florida(4/9/2025)
RR
Illinois(4/9/2025)
IAR
Illinois(5/9/2025)
RR
Massachusetts(4/9/2025)
RR
Pennsylvania(4/9/2025)
RR
South Carolina(4/9/2025)
RR
Tennessee(4/9/2025)
RR
Utah(4/9/2025)
RR
Washington(4/9/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/12/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SI
STIRLINGSHIRE INVESTMENTS
STIRLINGSHIRE INVESTMENTS | STIRLINGSHIRE RIA LLC. | STIRLINGSHIRE RIA LLC
CRD#: 327779 / SEC#: 801-128665
RIA
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Contact information
Main Address
15 W 38th St. #704, New York, NY 10018
Mailing Address
Phone number
(877) 600-7026
Established
Firm type
Fiscal year end
# of Employees
29
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,135 |
| AUM (Assets Under Management) | $ 179,802,588 |
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.
