Rohan Chacko Jacob
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.Mar 2023 to now
- Goldman SachsJan 2023 to now
- Goldman SachsJun 2022 to Aug 2022
- University of Illinois Urbana ChampaignAug 2021 to Dec 2022
- Accenture Operations Services Pvt. Ltd.Apr 2021 to Jul 2021
- American International Group (AIG Analytics & Services Pvt. Ltd.Jul 2016 to Apr 2021
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7583041
- Firm CRD
- 106693