Jacquelyn Adler Goldstick
Investment adviser representative at Core Wealth Management, Inc.
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$404.7MFirm 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
- Pension consulting
Experience
14 years in the industry.
- Core Wealth Management, Inc.Jun 2012 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 1 state (FL).
Core Wealth Management, Inc.
$404.7MAssets managed
291Clients
3Advisers
8 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
- 2934836
- Firm CRD
- 162870