Joshua Akira Woolslayer
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
13 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
13 years in the industry.
- Goldman Sachs Wealth Services, L.P.Sep 2026 to now
- Goldman Sachs & Co. LLCJun 2022 to now
- Between JobsMay 2022 to Jun 2022
- E-commerce Entrepreneur (self Employed)Aug 2021 to May 2022
- Between Jobs/schoolMar 2020 to Aug 2021
- CavaSep 2019 to Mar 2020
- Between JobsAug 2019 to Sep 2019
- Chick-fil-aJul 2017 to Aug 2019
- UnemployedJun 2017 to Jul 2017
- Mission Viejo High SchoolSep 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 7584894
- Firm CRD
- 106693