JEFFREY BRUCE GOLDMAN is an investment adviser representative (IAR) with state registration records since 2002, appearing at 5 firms. Currently registered with LIFE PLANNING ADVISORS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LIFE PLANNING ADVISORS LLC | 2025-11-24 | present | Yes |
| LIFE PLANNING ADVISORS LLC | 2009-08-24 | 2018-12-31 | — |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2009-01-02 | 2009-03-23 | — |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | 2007-03-19 | 2009-01-02 | — |
| NATIONAL PLANNING CORPORATION | 2002-09-30 | 2007-03-15 | — |
| LIFE PLANNING ADVISORS, LLC. | 2002-01-01 | 2008-04-10 | — |