Jon Michael Goldstein
Investment Adviser Representative at Cresset Asset Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jon Michael Goldstein is an investment adviser representative with Cresset Asset Management, LLC in Menlo Park, CA, where they have been registered since 2023. They have worked in the securities industry since 1991 and have been registered with 4 firms, including First Republic Investment Management, Inc. and Constellation Wealth Advisors LLC. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in California and Texas.
Office
Advisors at this office: 9
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- First Republic Investment Management, Inc.Sep 2015 – Apr 2017Menlo Park, CA
- First Republic Securities Company, LLCSep 2015 – Apr 2017Menlo Park, CA
- First Republic Investment Management, Inc.Apr 2017 – Apr 2023Menlo Park, CA
- First Republic Securities Company, LLCApr 2017 – Apr 2023Menlo Park, CA
- Cresset Asset Management, LLCApr 2023 – no end date reportedMenlo Park, CA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Cresset Asset Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Performance-based fees
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 194
- Offices listed on AdvisorFinder:
- 21
- Main office:
- Chicago, IL
- SEC file number:
- 801-110753
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 13, 2026
View full firm profileOther advisors at Cresset Asset Management, LLC
Showing 12 of 194 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jon Michael Goldstein has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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