Julian Goodman
Investment Adviser Representative at Stonebridge Financial Group
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Julian Goodman is an investment adviser representative with Stonebridge Financial Group in San Rafael, CA, where they have been registered since 2026. They have worked in the securities industry since 2025 and were previously registered with Equitable Advisors, LLC. 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 California.
Office
Advisors at this office: 14
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
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.
- Blair Martin Financial ProfessionalJan 2025 – Mar 2026San Rafael, CA
- UberApr 2024 – Dec 2024San Rafael, CA
- LyftApr 2024 – Dec 2024San Rafael, CA
- Beacon Pointe AdvisorsOct 2022 – Apr 2024Newport Beach, CA
- College of MarinAug 2016 – Aug 2020Kentfield, CA
- San Francisco State UniversityAug 2020 – Jun 2022San Francisco, CA
- Ameriprise Financial ServicesMay 2019 – Aug 2019San Rafael, CA
- UnemployedJun 2022 – Oct 2022San Rafael, CA
- Equitable Advisors, LLCApr 2025 – Mar 2026New York, NY
- Stonebridge Financial Group, LLCMar 2026 – no end date reportedSan Rafael, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Stonebridge Financial Group
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
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
Full spectrum of corporate and private wealth management services including Retirement Plan Consulting, Executive Benefit Plans, Corporate Risk Management, Business Succession Planning, Employee Health and Wellness Benefits, Financial Planning, Wealth Management, Risk Management & Insurance Planning, and Special Needs Planning.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 14
- Offices listed on AdvisorFinder:
- 1
- Main office:
- San Rafael, CA
- Founded:
- 2009
- SEC file number:
- 801-135258
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 7, 2026
View full firm profileOther advisors at Stonebridge Financial Group
Showing 12 of 14 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. Julian Goodman 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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