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JG

Jorgen D. Goodman

GBG WEALTH MANAGEMENT
Mesa, AZ 85210
CRD#: 8085956
Some features on this profile are disabled
JG
Jorgen Daniel GoodmanGBG WEALTH MANAGEMENT

Professional summary

Jorgen Daniel Goodman, who also goes by Jorgen D Goodman, Jorgen Goodman, is a registered financial advisor currently at GBG WEALTH MANAGEMENT LLC located in Mesa, Arizona.

Jorgen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jorgen has worked at 2 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jorgen D Goodman | Jorgen Goodman

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) - RIA

Click below to view Jorgen Daniel Goodman'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 21, 2026 - Present

GBG WEALTH MANAGEMENT LLC

Office #1: 1830 S Alma School Road Suite 116, Mesa, AZ 85210
RIA
CRD#: 333368
Mesa, AZ
Past

July 12, 2025 - October 17, 2025

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
SCOTTSDALE, AZ

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".
GW
GBG WEALTH MANAGEMENT LLC
GBG WEALTH MANAGEMENT LLC

CRD#: 333368 / SEC#: 801-131408

RIA
Registered Investment Advisory firm - (11/4/2024 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
Arizona
(1/21/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 7/28/2025
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 1/28/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/11/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/18/2025
Securities Industry Essentials Examination

Current Firm

GW
GBG WEALTH MANAGEMENT LLC
GBG WEALTH MANAGEMENT LLC

CRD#: 333368 / SEC#: 801-131408

RIA
Registered Investment Advisory firm - (11/4/2024 Approved)
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Contact information

Main Address
10465 Park Meadows Dr #107, Lone Tree, CO 80124
Mailing Address
Phone number
(303) 708-1640
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (3/10/2026)

Regulatory assets under management

Total Number of Accounts89
AUM (Assets Under Management)$ 23,761,917

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

GBG WEALTH MANAGEMENT LLC

CRD#: 333368Mesa, AZ 85210

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