Jacob Daniel Risavi
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
15 yearsExperience
1 stateRegistered in
$31.7BFirm assets
31 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 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
15 years in the industry.
- Goldman Sachs Wealth Services, L.P.Nov 2025 to now
- Goldman Sachs Ayco Personal Financial ManagementJul 2021 to now
- Northwestern MutualMay 2020 to Aug 2020
- InstacartMay 2019 to Aug 2019
- Ice BuildersJun 2018 to Aug 2018
- St. John Fisher CollegeAug 2017 to May 2021
- Jamesville Dewitt SchoolsAug 2011 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7223418
- Firm CRD
- 106693