Julian Goodman
Investment adviser representative at Stonebridge Financial Group
10 yearsExperience
1 stateRegistered in
$896MFirm assets
Under 1 yearFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Stonebridge Financial Group, LLCMar 2026 to now
- Equitable Advisors, LLCApr 2025 to Mar 2026
- Blair Martin Financial ProfessionalJan 2025 to Mar 2026
- LyftApr 2024 to Dec 2024
- UberApr 2024 to Dec 2024
- Beacon Pointe AdvisorsOct 2022 to Apr 2024
- UnemployedJun 2022 to Oct 2022
- San Francisco State UniversityAug 2020 to Jun 2022
- Ameriprise Financial ServicesMay 2019 to Aug 2019
- College of MarinAug 2016 to Aug 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Stonebridge Financial Group
Legal name: Stonebridge Financial Group, LLC
$896MAssets managed
951Clients
15Advisers
Under 1 yearIn 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
- 8026969
- Firm CRD
- 340200