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Jack Ryan Mathews

Investment adviser representative at Goldman Sachs Wealth Services, L.P.
16 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

16 years in the industry.

  1. Goldman Sachs Wealth Services, L.P.Oct 2021 to now
  2. Goldman Sachs Ayco Personal Financial ManagementJul 2021 to now
  3. Pepperdine UniversityAug 2020 to May 2021
  4. Ayco, the Goldman Sachs CompanyJun 2020 to Jul 2020
  5. Ralph'sMay 2020 to Jun 2020
  6. Pepperdine UniversityAug 2019 to May 2020
  7. ExperianMay 2019 to Aug 2019
  8. Pepperdine UniversitySep 2018 to May 2019
  9. ExperianMay 2018 to Aug 2018
  10. SchoolSep 2010 to May 2018

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
7418043
Firm CRD
106693
Advisor's SEC record (opens in a new tab)
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