JG
CFP · ChFC
JG
CFP · ChFC
Jon Goldstein is a CFP, ChFC-designated registered investment advisor, based in Madison, WI, with 28 years of industry experience.
Location
1241 John Q Hammons Dr, Suite 302, Madison, WI, 53717
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2022Denied
Other Business ActivitiesSells Insurance
Jon is a board member for several organizations, owns real estate through LLCs, and is an Investment Advisor Representative for Goldstein Advisors, LLC and Kestra Investment Services, LLC, dedicating full-time hours to the former. Jon is also an independent insurance agent for group life & disability, spending minimal time on this activity.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
December 2022 - Present · 3 yrs 5 mos
Kestra Investment Services, LLC
December 2022 - Present · 3 yrs 5 mos
Goldstein Advisors, LLC
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
Securities America, INC.Broker
October 2019 - December 2022 · 3 yrs 2 mos
Arbor Point Advisors
October 2019 - December 2022 · 3 yrs 2 mos
Ameriprise Financial Services, INC.
February 1998 - October 2019 · 21 yrs 8 mos
Ameriprise Financial Services, INC.Broker
February 1998 - October 2019 · 21 yrs 8 mos
Ids Life Insurance CompanyBroker
February 1998 - July 2006 · 8 yrs 5 mos
State Registrations29 states
AZCACOCTFLGAIAIDILINMDMIMNMONCNDNHNVNYOHOKPASCTNTXUTVAWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.