Julia Donita Larson
Investment Adviser Representative at Goldman Sachs Wealth Services, L.P.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Julia Donita Larson is an investment adviser representative with Goldman Sachs Wealth Services, L.P. in Deerfield, IL, where they have been registered since 2022, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Illinois.
Office
Advisors at this office: 86
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Illinois
- Broker:
39 states and territories
Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Indiana, Iowa, Kansas, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin
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.
- Minneapolis United Soccer ClubMay 2019 – Jul 2019Minneapolis, MN
- Lake Forest CollegeAug 2019 – May 2020Lake Forest, IL
- Goldman Sachs Ayco Personal Financial ManagementJun 2021 – Aug 2021Deerfield, IL
- UnemployedMay 2022 – Jul 2022Minneapolis, MN
- Goldman Sachs Ayco Personal Financial ManagementJul 2022 – no end date reportedDeerfield, IL
- Lake Forest CollegeAug 2018 – May 2022Lake Forest, IL
- Lake Forest CollegeAug 2021 – May 2022Lake Forest, IL
- Unemployed (student)Oct 2016 – Apr 2017Minneapolis, MN
- SandcastleApr 2017 – Sep 2017Minneapolis, MN
- Unemployed (student)Sep 2017 – May 2018Minneapolis, MN
- SandcastleMay 2018 – Aug 2018Minneapolis, MN
- SandcastleMay 2019 – Aug 2019Minneapolis, MN
- SandcastleJun 2020 – Jul 2020Minneapolis, MN
- Lake Forest CollegeAug 2020 – May 2021Lake Forest, IL
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Goldman Sachs Wealth Services, L.P.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Subscription fee
- Firm account minimum
- $500,000 (waivable)
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)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 1,083
- Offices listed on AdvisorFinder:
- 25
- Main office:
- Cohoes, NY
- SEC file number:
- 801-48238
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 15, 2026
View full firm profileOther advisors at Goldman Sachs Wealth Services, L.P.
Showing 12 of 1,083 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. Julia Donita Larson 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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