Joan E Banks
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
12 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
12 years in the industry.
- Goldman Sachs Wealth Services, L.P.Sep 2024 to now
- Goldman SachsJul 2024 to now
- Apprentice IncJan 2024 to Jun 2024
- Goldman SachsJun 2023 to Aug 2023
- Horizon Blue Cross Blue ShieldJun 2022 to Aug 2022
- Apprentice IncMar 2022 to Jan 2023
- Syracuse UniversitySep 2020 to May 2024
- Sweet and Flour BakeryNov 2019 to Mar 2020
- Prom Girl SuperstoreJan 2019 to May 2019
- Secaucus Public School SystemsJul 2014 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7763116
- Firm CRD
- 106693