John Currier Goodson
Investment adviser representative at Kingswood Wealth Advisors, LLC
21 yearsExperience
4 statesRegistered in
$3.8BFirm assets
9 yearsFirm in business
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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
- Pension consulting
Experience
21 years in the industry.
- Kingswood Wealth Advisors, LLCAug 2024 to now
- Kingswood Capital PartnersAug 2024 to now
- Goodson Wealth ManagementJul 2007 to now
- Myers Point LLCFeb 2005 to now
- Purshe Kaplan Sterling InvestmentsJun 2020 to Aug 2024
- Eudaimonia Partners, LLCJul 2015 to Apr 2025
- Uhlmann Price Securities, LLCJul 2015 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 4 states (AL, LA, TN, TX).
Kingswood Wealth Advisors, LLC
$3.8BAssets managed
11,425Clients
122Advisers
9 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
- 2265477
- Firm CRD
- 288792