Julian Goodman has been an investment adviser representative at Stonebridge Financial Group since March 2026, and is not listed among the firm’s executive officers or direct owners.
Stonebridge Financial Group, LLC is a San Rafael, CA firm with $896M under management, 951 clients and 12 advisers across 3 offices, as of its August 2026 filing.
Julian Goodman’s longest registration was under a year at Equitable Advisors, LLC (2025–2026). Before joining Stonebridge Financial Group in 2026, Julian Goodman was registered through Equitable Advisors, LLC.
- Stonebridge Financial GroupCurrent– present · under a yearSan Rafael, CA · Adviser representative · Firm CRD 340200
- Equitable Advisors, LLC– · under a yearSan Francisco, CA · Adviser representative · Firm CRD 6627
Investment adviser representative registrations
Julian Goodman is registered as an investment adviser representative in California, since March 2026.
- CaliforniaSince 4 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 7 April 2025 |
| Series 66 | Uniform Combined State Law Examination | 24 February 2025 |
| SIE | Securities Industry Essentials Examination | 1 August 2024 |
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 8026969
- Firm
- Stonebridge Financial Group · CRD 340200
- Office
- 100 SMITH RANCH ROAD, SUITE 112, San Rafael, CA 94903
- Registration
- Investment adviser registration
- In the industry since
- April 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Julian Goodman work?
Julian Goodman is an investment adviser representative registered through Stonebridge Financial Group, LLC since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is Julian Goodman a financial advisor?
Yes. Julian Goodman has a current investment-adviser registration in California, through Stonebridge Financial Group since March 2026.
How many years of experience does Julian Goodman have?
Julian Goodman has 1 year in the financial industry, since April 2025, across 2 adviser firms.
What exams has Julian Goodman passed?
Julian Goodman has passed 3 licensing exams: the SIE, Series 66 and Series 7TO. The earliest, the SIE, was passed in August 2024.
Where is Julian Goodman based?
Julian Goodman’s registered office is in San Rafael, CA.
Is Julian Goodman registered with FINRA?
No. Julian Goodman has no current broker registration.
How can I verify Julian Goodman’s record?
Search CRD 8026969 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Julian Goodman’s full registration record.
