Julia Donita Larson
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
6 yearsExperience
1 stateRegistered in
$31.7BFirm assets
31 yearsFirm in business
Are you Julia Donita Larson? 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
6 years in the industry.
- Goldman Sachs Wealth Services, L.P.Sep 2022 to now
- Goldman Sachs Ayco Personal Financial ManagementJul 2022 to now
- UnemployedMay 2022 to Jul 2022
- Goldman Sachs Ayco Personal Financial ManagementJun 2021 to Aug 2021
- SandcastleJun 2020 to Jul 2020
- SandcastleMay 2019 to Aug 2019
- Minneapolis United Soccer ClubMay 2019 to Jul 2019
- Lake Forest CollegeAug 2018 to May 2022
- SandcastleMay 2018 to Aug 2018
- Unemployed (student)Sep 2017 to May 2018
- SandcastleApr 2017 to Sep 2017
- Unemployed (student)Oct 2016 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7399357
- Firm CRD
- 106693