John Charles Goyette
Investment adviser representative at Dakota Wealth, LLC
9 yearsExperience
1 stateRegistered in
$6.9BFirm assets
8 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 assetsFixed 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
9 years in the industry.
- Dakota Wealth, LLCNov 2023 to now
- Jmg Wealth Management Group, Inc.Aug 2023 to Nov 2023
- Lincoln Financial DistributorsMay 2022 to Aug 2023
- Raymond James Financial Services Advisors, IncApr 2021 to May 2022
- Ascensus Investment Advisors, LLCMay 2019 to Feb 2021
- MassmutualMar 2018 to Apr 2019
- Temple UniversityAug 2014 to Dec 2017
- Jmg Wealth Management GroupJun 2014 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (PA).
Dakota Wealth, LLC
$6.9BAssets managed
3,764Clients
61Advisers
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
- 6339112
- Firm CRD
- 297987