John Jackson Goldberg
Investment adviser representative at Capital Trust Advisors
27 yearsExperience
2 statesRegistered in
CFADesignation
$402.6MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
27 years in the industry.
- Capital Trust AdvisorsJun 2017 to now
- Goldberg Advisers, LLCAug 1999 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Capital Trust Advisors
Legal name: Goldberg Advisers, LLC
$402.6MAssets managed
231Clients
3Advisers
5 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
- 4340059
- Firm CRD
- 134174