JP
Jessica R. Pehush
GOLDMAN SACHS WEALTH SERVICES, L.P.
Morristown, NJ 07960
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CRD#: 7585483
JP
Professional summary
Jessica Rose Pehush is a registered financial advisor currently at GOLDMAN SACHS WEALTH SERVICES, L.P. located in Morristown, New Jersey and MERCER ALLIED COMPANY, L.P. located in Morristown, New Jersey.
Jessica is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Jessica has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
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.
Hart Agency Non investment 149 Windsor Highway New Windsor Ny 12553 Promotional Agency Sampler occasional Part time worker 1/2023 shifts are optional after starting my new position it will be 0-3 hrs per month during trading hours will be 0 I give out merchandise for brands in the form of free samples to engage the community with their products. The brand varies depending on which company sponsors the event.
CRS (Client Relationship Summary) - RIA
Click below to view Jessica Rose Pehush'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
September 15, 2023 - Present
GOLDMAN SACHS WEALTH SERVICES, L.P.
Office #1: 320 Headquarters Plaza East Tower 12th Floor, Morristown, NJ 07960RIA
CRD#: 106693
Morristown, NJ
Current
August 25, 2023 - Present
MERCER ALLIED COMPANY, L.P.
Office #1: 320 Headquarters Plaza East Tower 12th Floor, Morristown, NJ 07960BD
CRD#: 37404
Morristown, NJ
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".
GS
GOLDMAN SACHS WEALTH SERVICES, L.P.
GOLDMAN SACHS AYCO PERSONAL FINANCIAL MANAGEMENT | THE AYCO COMPANY,L.P. | THE AYCO COMPANY, L.P. | GOLDMAN SACHS WEALTH SERVICES, L.P.
CRD#: 106693 / SEC#: 801-48238
RIA
Registered Investment Advisory firm - (12/9/1994 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
Alabama(10/11/2023)
RR
Alaska(10/11/2023)
RR
Arizona(10/11/2023)
RR
Arkansas(10/11/2023)
RR
California(10/11/2023)
RR
Colorado(10/11/2023)
RR
Connecticut(10/11/2023)
RR
Delaware(10/11/2023)
RR
District of Columbia(10/11/2023)
RR
Florida(10/11/2023)
RR
Georgia(10/11/2023)
RR
Hawaii(10/11/2023)
RR
Idaho(10/11/2023)
RR
Illinois(10/11/2023)
RR
Indiana(10/11/2023)
RR
Iowa(10/11/2023)
RR
Kansas(10/11/2023)
RR
Kentucky(10/11/2023)
RR
Louisiana(10/11/2023)
RR
Maine(10/11/2023)
RR
Maryland(10/11/2023)
RR
Massachusetts(10/11/2023)
RR
Michigan(10/11/2023)
RR
Minnesota(10/11/2023)
RR
Mississippi(10/11/2023)
RR
Missouri(10/11/2023)
RR
Montana(10/11/2023)
RR
Nebraska(10/11/2023)
RR
Nevada(10/11/2023)
RR
New Hampshire(10/11/2023)
RR
New Jersey(9/14/2023)
IAR
New Jersey(9/15/2023)
RR
New Mexico(10/11/2023)
RR
New York(9/7/2023)
RR
North Carolina(10/11/2023)
RR
North Dakota(10/11/2023)
RR
Ohio(10/11/2023)
RR
Oklahoma(10/11/2023)
RR
Oregon(10/11/2023)
RR
Pennsylvania(10/11/2023)
RR
Puerto Rico(10/11/2023)
RR
Rhode Island(10/11/2023)
RR
South Carolina(10/11/2023)
RR
South Dakota(10/11/2023)
RR
Tennessee(10/11/2023)
RR
Texas(10/11/2023)
RR
Utah(10/11/2023)
RR
Vermont(10/11/2023)
RR
Virgin Islands(10/11/2023)
RR
Virginia(10/11/2023)
RR
Washington(10/11/2023)
RR
West Virginia(10/11/2023)
RR
Wisconsin(10/11/2023)
RR
Wyoming(10/11/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/25/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
GS
GOLDMAN SACHS WEALTH SERVICES, L.P.
GOLDMAN SACHS AYCO PERSONAL FINANCIAL MANAGEMENT | THE AYCO COMPANY,L.P. | THE AYCO COMPANY, L.P. | GOLDMAN SACHS WEALTH SERVICES, L.P.
CRD#: 106693 / SEC#: 801-48238
RIA
Registered Investment Advisory firm - (12/9/1994 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
100 Coliseum Drive, Cohoes, NY 12047
Mailing Address
P.o. Box 15201, Albany, NY 12212
Phone number
(518) 886-4000
Established
Firm type
Fiscal year end
# of Employees
1,809
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 33,477 |
| AUM (Assets Under Management) | $ 25,958,285,000 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/24/2025 | ||
| 09/25/2024 | ||
| 11/17/2023 | ||
| 01/26/2023 |
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.
