TrueAdvisor
TrueAdvisor
JC
JC

Jeffery Coda

Goldman Sachs Wealth Services, L.P.
4 Years of Experience
Deerfield, IL
4 DisclosuresBroker
View SEC Summary
View SEC Summary

Jeffery Coda is a registered investment advisor at Goldman Sachs Wealth Services, L.P., based in Deerfield, IL, with 4 years of industry experience. Jeffery is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 117,699 clients with $32B in assets under management.

Goldman Sachs Wealth Services, L.P.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1135 advisors
Number of Clients
117,699 clients
Average Client Portfolio
$269K average
Assets Under Management
$31.7B

Fee Structure

Planning is included in investment management (also available separately)

Goldman Sachs Wealth Services offers investment management through a variety of fee models, including strategy-based fees and a comprehensive pricing program.

  • Strategy-Based Advisory Fees — Fees are calculated as a percentage of the value of your portfolio, with specific rates set forth in individual client agreements based on the selected strategy or sub-asset class.
  • Comprehensive Pricing Program — Charges a maximum annual advisory fee of up to 1.50% of your portfolio, plus applicable manager fees, custody charges, and execution fees.
  • Alternative Investment Fees — Certain alternative investments involve separate management fees, performance fees, or incentive allocations determined by the underlying fund managers.
View Full SEC Brochure

Location

540 Lake Cook Rd, Suite 600, Deerfield, IL, 60015

Get directions

History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
February 2019
Final
Financial
March 2018
Final
Financial
January 2017
Final
Financial
December 2016
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Goldman Sachs Wealth Services, L.P.
April 2022 - Present · 4 yrs 6 mos
Goldman Sachs & CO. LLCBroker
March 2022 - Present · 4 yrs 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
More Advisors
More financial advisors in Deerfield, IL →All financial advisors in Illinois →