Jonathan James Markowicz
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
11 yearsExperience
1 stateRegistered in
$31.7BFirm assets
31 yearsFirm in business
Are you Jonathan James Markowicz? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed 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
11 years in the industry.
- Goldman Sachs Wealth Services, L.P.Jan 2022 to now
- Goldman Sachs & Co. LLCJan 2021 to now
- The Ayco Company, L.p./mercer AlliedApr 2018 to Jan 2021
- Mass Mutual Life Insurance CoMar 2017 to Apr 2018
- MML Investors Services, LLCOct 2015 to Apr 2018
- Lecce Financial Services, LLCSep 2015 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
Goldman Sachs Wealth Services, L.P.
$31.7BAssets managed
117,699Clients
1,142Advisers
31 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
- 6567485
- Firm CRD
- 106693