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Jolene Watipaso Harawa

Investment adviser representative at Goldman Sachs Wealth Services, L.P.
11 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

11 years in the industry.

  1. Goldman Sachs Wealth Services, L.P.Sep 2025 to now
  2. Goldman Sachs & Co. LLCJul 2025 to now
  3. Learning Care GroupMar 2025 to May 2025
  4. UnemployedJan 2025 to Feb 2025
  5. Goldman Sachs & Co. LLCJun 2024 to Aug 2024
  6. Michigan State UniversitySep 2022 to Dec 2024
  7. Full-time EducationAug 2021 to Dec 2024
  8. UnemployedJan 2015 to Aug 2021

Exams passed

  • Series 66 · Uniform Combined State Law2025

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
7941664
Firm CRD
106693
Advisor's SEC record (opens in a new tab)
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