Jacob Anthony Pollicino
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
13 yearsExperience
2 statesRegistered 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
13 years in the industry.
- Goldman Sachs Wealth Services, L.P.Nov 2021 to now
- Goldman Sachs & Co. LLCJun 2021 to now
- J.P. Morgan ChaseMar 2021 to Jun 2021
- UnemployedMar 2020 to Mar 2021
- De Angelo's RistoranteDec 2019 to Mar 2020
- Men's WearhouseMar 2018 to Dec 2019
- Lowe'sOct 2017 to Mar 2018
- Siena CollegeSep 2017 to May 2021
- Men's WearhouseJun 2016 to Oct 2017
- Scotia-glenville High SchoolSep 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
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
- 7400208
- Firm CRD
- 106693