Jeffrey C Goering
Investment adviser representative at Diamond Client Group, LLC
16 yearsExperience
4 statesRegistered in
ChFC®, CFP® certificationDesignations
$185.8MFirm 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
- Seminars and workshops
Experience
16 years in the industry.
- Diamond Client Group, LLCJul 2025 to now
- Massmutual Life Insurance CompanyMay 2018 to now
- MML Investors ServicesOct 2018 to Nov 2025
- Guardian Life Insurance CoOct 2010 to Aug 2018
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 4 states (PA, TN, TX, VA).
Diamond Client Group, LLC
$185.8MAssets managed
436Clients
10Advisers
1 yearIn 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
- 5850934
- Firm CRD
- 310570