Jeffrey Marc Golden
Investment adviser representative at Circle Advisers Inc
24 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$868.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
24 years in the industry.
- Circle Advisers, Inc.Feb 2002 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Circle Advisers Inc
$868.2MAssets managed
348Clients
7Advisers
43 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2244458
- Firm CRD
- 110818