John Robert Percival
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
10 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
10 years in the industry.
- Goldman Sachs Wealth Services, L.P.Feb 2026 to now
- Goldman Sachs & Co. LLCJul 2022 to now
- TravelJun 2022 to Jul 2022
- Goldman Sachs & Co. LLCJun 2021 to Aug 2021
- University of Washington, Foster School of BusinessSep 2020 to Jun 2022
- Time OffJun 2020 to Sep 2020
- Willamette UniversityAug 2018 to Jun 2020
- Convoy, Inc.Jul 2018 to Aug 2018
- Sonoma County Economic Development BoardJul 2017 to Jun 2018
- Whitman CollegeJun 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 7398811
- Firm CRD
- 106693