Jordan Harold Greenhall
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
11 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
11 years in the industry.
- Goldman Sachs Wealth Services, L.P.Feb 2021 to now
- Goldman Sachs & Co. LLCJan 2021 to now
- The Ayco Company, L.p./mercer AlliedJun 2020 to Jan 2021
- Nksfb LLCNov 2019 to Mar 2020
- Newport Beach Wine and Food FestivalJun 2019 to Oct 2019
- C.H. RobinsonJun 2019 to Sep 2019
- Israel Lacrosse AssociationJun 2018 to Aug 2018
- Modern Gourmet FoodsJun 2017 to Aug 2017
- Chapman UniversityAug 2016 to May 2020
- Newport Beach Surf DawgsDec 2015 to Mar 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7269406
- Firm CRD
- 106693