Jeffrey Goldman has been Managing Member, Chief Compliance Officer of Life Planning Advisors since July 2009, is a control person of the firm and directly owns 75% or more of it.
Life Planning Advisors LLC is a Bigfork, MT firm with $169M under management, 979 clients and 4 advisers across 4 offices, as of its March 2026 filing.
Jeff Goldman works with individuals, families and business owners at Life Planning Advisors. Goldman has helped them build financial confidence for more than 20 years.
Jeffrey Goldman’s longest registration was 9 years at Sierra Wealth Group, LLC (2009–2018). Before joining Life Planning Advisors in 2019, Jeffrey Goldman was registered through Raymond James Financial Services Advisors, Inc and Raymond James Financial Services.
- Life Planning Advisors LLCCurrent– present · 7 yearsBigfork, MT · Adviser representative · Firm CRD 151292
- Raymond James Financial Services Advisors, Inc– · under a yearSaint Petersburg, FL · Adviser representative · Firm CRD 149018
- Raymond James Financial Services– · 1 yearPalos Verdes Estates, CA · Adviser representative · Firm CRD 6694
- National Planning Corporation ("NPC of America" in FL & NY)– · 4 yearsCarlsbad, CA · Adviser representative · Firm CRD 29604
- Life Planning Advisors, LLC.– · 6 yearsSan Diego, CA · Adviser representative · Firm CRD 115853
Investment adviser representative registrations
Jeffrey Goldman is registered as an investment adviser representative in California, since January 2019.
- CaliforniaSince 22 January 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 August 1998 |
| Series 24 | General Securities Principal Examination | 23 December 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 February 1991 |
| Series 7 | General Securities Representative Examination | 28 January 1991 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeffrey Bruce Goldman
- CRD
- 2110174
- Firm
- Life Planning Advisors · CRD 151292
- Role
- Managing Member, Chief Compliance Officer
- Office
- 139 FOOTHILL VIEW LANE, Bigfork, MT 59911
- Registration
- Investment adviser registration
- In the industry since
- June 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lifeplanningadvisors.com
Where does Jeffrey Goldman work?
Jeffrey Goldman has been Managing Member, Chief Compliance Officer of Life Planning Advisors LLC since July 2009, and is a control person of the firm.
Is Jeffrey Goldman a financial advisor?
Yes. Jeffrey Goldman has a current investment-adviser registration in California, through Life Planning Advisors since January 2019.
How many years of experience does Jeffrey Goldman have?
Jeffrey Goldman has 24 years in the financial industry, since June 2002, across 5 adviser firms.
What exams has Jeffrey Goldman passed?
Jeffrey Goldman has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 65. The earliest, the Series 7, was passed in January 1991.
Where did Jeffrey Goldman work before Life Planning Advisors?
Before Life Planning Advisors, Jeffrey Goldman was registered through Sierra Wealth Group, LLC, August 2009 to December 2018; Raymond James Financial Services Advisors, Inc, January 2009 to March 2009; Raymond James Financial Services, March 2007 to January 2009; National Planning Corporation ("NPC of America" in FL & NY), September 2002 to March 2007; Life Planning Advisors, LLC. (CRD 115853), January 2002 to April 2008.
Where is Jeffrey Goldman based?
Jeffrey Goldman’s registered office is in Bigfork, MT.
Is Jeffrey Goldman registered with FINRA?
No. Jeffrey Goldman has no current broker registration.
How can I verify Jeffrey Goldman’s record?
Search CRD 2110174 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Goldman’s full registration record.