Jesse Ethan Castillo
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
12 yearsExperience
1 stateRegistered in
$31.7BFirm assets
31 yearsFirm in business
Are you Jesse Ethan Castillo? Claim your profile
Contact this firm
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 2025 to now
- Goldman Sachs & Co. LLCJul 2025 to now
- UnemployedMay 2025 to Jul 2025
- Goldman Sachs & Co. LLCJun 2024 to Aug 2024
- Statler Hotel At Cornell UniversityAug 2022 to May 2025
- Uc San Diego - Recreation DepartmentJan 2022 to Jun 2022
- Uc San DiegoSep 2021 to Jan 2022
- Excellence Real Estate - Preece and AssociatesJun 2021 to Sep 2021
- UnemployedMay 2021 to Jun 2021
- Warren High SchoolJun 2017 to May 2021
- Griffiths Middle SchoolAug 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7941587
- Firm CRD
- 106693