Jeremy Lam
Investment adviser representative at Goldstone Financial Group, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.1BFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Goldstone Financial Group, LLCJul 2026 to now
- CorientJan 2024 to Jul 2026
- Corient Services LLCJan 2024 to Jul 2026
- UnemployedNov 2022 to Dec 2023
- Ayco/goldman Sachs & Co. LLCJan 2021 to Oct 2022
- United Capital Financial Advisers, LLCDec 2020 to Oct 2022
- The Ayco Company, L.p./mercer AlliedJun 2020 to Jan 2021
- Ascension Capital AdvisorsSep 2019 to Mar 2020
- University of HoustonAug 2016 to May 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (IL).
Goldstone Financial Group, LLC
$1.1BAssets managed
1,675Clients
16Advisers
11 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
- 7265018
- Firm CRD
- 222520