John Shortridge Werd
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
13 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
13 years in the industry.
- Goldman Sachs Wealth Services, L.P.Jul 2026 to now
- Goldman Sachs & Co. LLCMay 2026 to now
- Frost BankJul 2021 to Apr 2026
- Delos Living LLCJul 2020 to Aug 2020
- United Airlines LLCJun 2019 to Aug 2019
- Texas Christian UniversityAug 2017 to May 2021
- Wilmette Bicycle Shop, IncJun 2015 to Sep 2018
- New Trier Township High SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 8269670
- Firm CRD
- 106693