Laurie Goodman
Laurie Goodman is a registered investment advisor at Jefferies Investment Advisers LLC, based in New York, NY, with 18 years of industry experience. Laurie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Tax Planning. Their firm serves 2,018 clients with $3.4B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
520 Madison Avenue, New York, NY, 10022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Laurie is an advisory board member for Two Sigma Venn, a model portfolio service provider, since 2022, dedicating minimal time. Laurie also advises Johns Hopkins University's economics department, spending minimal time discussing best practices and potentially lecturing.
Employment History
Current Registrations
Jefferies Investment Advisers LLC
Jefferies LLC
Jefferies LLCBroker
Previous Registrations
Leucadia Asset Management LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Bear, Stearns & CO. INC.Broker
Washington Analysis LLCBroker
State Registrations53 states
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