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JL
CFA
JL
CFA

Jonathan Loeck

Goldman Sachs & CO. LLC
20 Years of Experience
Saratoga Springs, NY
Broker
View SEC Summary
View SEC Summary

Jonathan Loeck is a CFA-designated registered investment advisor at Goldman Sachs & CO. LLC, based in Saratoga Springs, NY, with 20 years of industry experience. Jonathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 46,268 clients with $130B in assets under management.

Goldman Sachs & CO. LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1125 advisors
Number of Clients
46,268 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$133.6B

Fee Structure

Minimum Investment:$1.1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M1.50%
$10M+0.50%

Fees vary widely based on the chosen pricing model (comprehensive advisory services vs. strategy-based pricing), specific asset classes, and relationship size. Maximum standard fees for the first tier ($0-$10 million) are set out in Appendix A and are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

321 Broadway, 4th Floor, Saratoga Springs, NY, 12866

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Goldman Sachs & CO. LLCBroker
January 2021 - Present · 5 yrs 9 mos
Goldman Sachs Wealth Services, L.P.
January 2014 - Present · 12 yrs 9 mos
Previous Registrations
Mercer Allied Company, L.P.Broker
March 2007 - January 2021 · 13 yrs 10 mos
Ameriprise Financial Services, INC.Broker
October 2005 - August 2006 · 10 mos
Ids Life Insurance CompanyBroker
October 2005 - July 2006 · 9 mos
State Registrations21 states
AZCACOCTDCFLILMAMDMEMIMTNCNJNVNYSCTNTXVTWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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