Jason Goldsmith
Jason Goldsmith is a CFP-designated registered investment advisor at Huntington Financial Advisors, based in Dublin, OH, with 11 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 37,298 clients with $6.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Huntington Financial Advisors offers several investment management programs, each with its own fee structure. These programs include:
- Private Wealth Consulting (PWC): Fees are tiered based on the amount invested, plus additional fees paid to Envestnet and potentially third-party managers. Minimum account size is $1,000,000.
- Representative as Portfolio Manager (RPM): Fees are tiered based on the amount invested. Your financial advisor directly manages your account. Minimum account size is $250,000.
- GPS Premier: Fees are tiered based on the amount invested. This is a separately managed account program. Minimum investment is $100,000.
- GPS Total Asset Allocation and Total Multi-Manager: Fees are tiered based on the amount invested. These are unified managed accounts. Minimum investment is $250,000.
- GPS Select: Fees are tiered based on the amount invested. Minimum investment is $50,000.
- GPS Foundations: Fees are tiered based on the amount invested. Minimum investment is $10,000.
- GPS Wrap Strategists: Fees are tiered based on the amount invested. Minimum investment is $25,000.
These fees cover portfolio management, trade execution, and custody services. Additional fees may apply for optional overlay services like tax or impact investing.
Location
Dublin Wealth Advisors, 6755 Avery-Muirfield Drive, Dublin, OH, 43016
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Regulatory History (1)
Customer Dispute
June 2025Employment History
Current Registrations
The Huntington Investment CompanyBroker
Huntington Financial Advisors
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
LPL Financial LLC
LPL Financial LLCBroker
Chase Investment Services CORP.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Edward JonesBroker
State Registrations8 states
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.