Sourcing
Firms
People
Sources
JAMES DAVID GOETZ
C
5
IAR CRD 6055183
·
Industry start 2012-05-15
Identity
Legal name
JAMES DAVID GOETZ
brokercheck
CRD
6055183
NPN
—
Career
Previous employments
J.P. MORGAN SECURITIES LLC
2012-10-01
CHASE INVESTMENT SERVICES CORP.
2012-05-16
▸ Show all (+1)
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Current branches
LPL FINANCIAL LLC
LPL FINANCIAL LLC
▸ Show all (+1)
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Designations
—
Education
—
BrokerCheck signals
Industry start
2012-05-15
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Est. age
36
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Age confidence
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Est. birth year
1990
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BC active
Yes
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IA active
Yes
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Disclosures
No
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Private residence
Yes
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Firm affiliations
1
GOLDEN STATE WEALTH MANAGEMENT, LLC
IAR
CRD 167995