Jackson Thomas Barnes
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 Sachs AycoJul 2024 to now
- AdvantagexpoJul 2023 to Jul 2024
- Newport Beach Country ClubSep 2022 to Jul 2023
- Domino's PizzaAug 2021 to Sep 2022
- Town & Country MarketsMar 2020 to Aug 2021
- University of RedlandsJun 2019 to Mar 2020
- Wing Point Country ClubMar 2018 to Jun 2019
- Bainbridge High SchoolJul 2014 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7789705
- Firm CRD
- 106693