MG
Matt J. Goren
FARTHER
Chicago, IL
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CRD#: 7991283
MG
Professional summary
Matt J Goren, who also goes by Matthew Jacob Goren, is a registered financial advisor currently at FARTHER located in Chicago, Illinois.
Matt is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Matt has worked at 1 firm and has passed the Series 65 and Series 63 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matthew Jacob Goren
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 of other business: CeriFi; Is business Investment related: No; Address of other business: 3625 Brookside Pkwy #450, Alpharetta, GA 30022; Nature of other business: Financial education; Your position: VP, Financial Planning Education; Start date of relationship: 5/28/2023; Approx. # of hours /month devote to other business: 170; Number of hours devoted to other business during securities trading hours: 170; Briefly describe duties: Run Dalton Education, a leading CFP educator. 2. Name of other business: Global Financial Planning Institute; Is business Investment related: No; Address of other business: 200 Southdale Center Edina, MN, 55435; Nature of other business: Financial education; Your position: Director of Curriculum; Start date of relationship: 8/1/2020; Approx. # of hours /month devote to other business: 1; Number of hours devoted to other business during securities trading hours: 0; Briefly describe duties: Maintain CE.
CRS (Client Relationship Summary) - RIA
Click below to view Matt J Goren'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
October 17, 2024 - Present
FARTHER
RIA
CRD#: 302050
Chicago, 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".
FA
FARTHER
FARTHER | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FARTHER FINANCE ADVISORS, LLC
CRD#: 302050 / SEC#: 801-116721
RIA
Registered Investment Advisory firm - (7/19/2019 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.Highlighted states indicate IAR registrations
IAR
Illinois(10/17/2024)
Exams
State Security Law Exam
State Security Law Exam
Current Firm
FA
FARTHER
FARTHER | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FARTHER FINANCE ADVISORS, LLC
CRD#: 302050 / SEC#: 801-116721
RIA
Registered Investment Advisory firm - (7/19/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
345 California Street Suite 600, San Francisco, CA 94104
Mailing Address
Phone number
(628) 246-8004
Established
Firm type
Fiscal year end
# of Employees
275
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 24,245 |
| AUM (Assets Under Management) | $ 7,523,810,877 |
Red Flags
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