William H Jordan
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.Oct 2024 to now
- Goldman SachsJul 2024 to now
- UnemployedMay 2024 to Jul 2024
- Goldman SachsJun 2023 to Aug 2023
- Jm Family Enterprises, Inc.May 2022 to Aug 2022
- Chick-fil-a-franchiseJul 2021 to Aug 2021
- Boston CollegeAug 2020 to May 2024
- Ymca of South Palm Beach CountyMay 2018 to Aug 2021
- Saint Andrew's SchoolJul 2014 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 7763778
- Firm CRD
- 106693