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JG

Jonathan S. Goodloe

SALIENT CAPITAL L.P.
Dallas, TX 75201
Some features on this profile are disabled
CRD#: 7740645
JG

Professional summary

Jonathan Samuel Goodloe is a registered financial professional currently at SALIENT CAPITAL L.P. located in Dallas, Texas.

Jonathan is registered as a RR (Registered Representative) and started their career in finance in 2024. Jonathan has worked at 2 firms and has passed the Series 63, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jonathan Samuel Goodloe'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

January 2, 2025 - Present

SALIENT CAPITAL L.P.

Office #1: 200 Crescent Court Suite 1200, Dallas, TX 75201
BD
CRD#: 147912
Dallas, TX
Past

February 16, 2024 - September 4, 2024

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Westlake, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
Texas
(1/2/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 2/28/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/16/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/13/2023
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

SC
SALIENT CAPITAL L.P.
SALIENT CAPITAL L.P.

CRD#: 147912 / SEC#: , 8-67938

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information

Main Address
10000 Memorial Drive Suite 650, Houston, TX 77024
Mailing Address
10000 Memorial Drive Suite 650, Houston, TX 77024
Phone number
(346) 348-0922
Established
Texas since 04/03/2002
Firm type
Other Types of Legal Formation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
WESTWOOD HOLDINGS GROUP, INC.LIMITED PARTNERS
LANG, LAURACHIEF FINANCIAL OFFICER / PRINCIPAL FINANCIAL OFFICER / FINOP2249418
REID, GREGORY ALLENPRESIDENT2176683
SCHLAG, JAMIE LEECHIEF COMPLIANCE OFFICER6114352
WHG GP HOLDCO, LLCGENERAL PARTNER

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

SALIENT CAPITAL L.P.

CRD#: 147912Dallas, TX 75201

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