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JG

Jerome S. Golden

GOLDEN RETIREMENT ADVISORS
New York, NY 10016
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CRD#: 832123
JG

Professional summary


Jerome Simon Golden is a registered financial advisor currently at GOLDEN RETIREMENT ADVISORS, INC. located in New York, New York.

Jerome is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1977. Jerome has worked at 11 firms and has passed the Series 65, Series 63 and Series 40 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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Jerome Simon Golden'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®
None

Experience


Current

January 23, 2020 - Present

GOLDEN RETIREMENT ADVISORS, INC.

Office #1: 275 Madison Ave Floor 6, New York, NY 10016
RIA
CRD#: 156780
New York, NY
Past

May 26, 2011 - December 31, 2019

GOLDEN RETIREMENT ADVISORS, INC.

RIA
CRD#: 156780
NEW YORK, NY
Past

January 10, 2006 - May 11, 2009

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

May 12, 2004 - December 31, 2006

GRR ADVISORS, INC.

RIA
CRD#: 120043
NEW YORK, NY
Past

February 20, 2003 - December 14, 2004

GRR FINANCIAL, INC.

BD
CRD#: 122505
NEW YORK, NY
Past

July 7, 1998 - January 5, 2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

July 7, 1998 - February 13, 2003

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

March 6, 1995 - July 7, 1998

EQUITABLE DISTRIBUTORS, LLC

BD
CRD#: 25900
CHARLOTTE, NC
Past

May 16, 1988 - February 17, 1995

DIRECTED SERVICES LLC

BD
CRD#: 21675
WEST CHESTER, PA
Past

September 30, 1983 - March 22, 1994

J. ROBBINS SECURITIES, INC.

BD
CRD#: 13084
NEW YORK, NY
Past

February 10, 1981 - October 20, 1987

MONARCH FINANCIAL SERVICES, INC.

BD
CRD#: 8520
Past

January 12, 1977 - January 31, 1980

EQUITABLE VARIABLE LIFE INSURANCE COMPANY

BD
CRD#: 6907

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
Connecticut
(1/23/2020)
IAR
New Jersey
(1/23/2020)
IAR
New York
(8/19/2021)

Exams


State Security Law Exam
IAR
Series 65
Date: 5/3/2011
Uniform Investment Adviser Law Examination
State Security Law Exam
Principal/Supervisory Exam
RR
Series 40
Date: 1/6/1977
Registered Principal Examination

Current Firm


GR
GOLDEN RETIREMENT ADVISORS, INC.
GOLDEN RETIREMENT ADVISORS, INC. | GOLDEN RETIREMENT, LLC

CRD#: 156780 / SEC#:

Connecticut
Registered Investment Advisory firm - (1/23/2020 Approved)
New Jersey
Registered Investment Advisory firm - (1/23/2020 Approved)
New York
Registered Investment Advisory firm - (3/9/2011 Approved)
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Contact information


Main Address
369 Lexington Avenue 3rd Floor, New York, NY 10017
Mailing Address
Pmb 3108 369 Lexington Avenue 3rd Floor, New York, NY 10016
Phone number
(212) 763-3380
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV

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


GOLDEN RETIREMENT ADVISORS, INC.

CRD#: 156780New York, NY 10016

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