Jordan Kane
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
25 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
25 years in the industry.
- Goldman Sachs Wealth Services, L.P.Sep 2022 to now
- Goldman SachsJul 2022 to now
- Foot LockerMay 2022 to Jul 2022
- Nelson & Strife Financial GroupJun 2021 to Aug 2021
- Hannaford SupermarketsApr 2020 to May 2022
- Suny BrockportSep 2019 to Mar 2020
- Town of FrankfortJun 2019 to Aug 2019
- Parkway DrugsAug 2018 to Jul 2019
- Mohawk Valley Health SystemJul 2018 to Jul 2018
- City of Utica Youth BureauJun 2018 to Aug 2018
- UnemployedJul 2001 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7604927
- Firm CRD
- 106693