JG
JG

Jared Goldstine

7 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
24 advisors
Number of Clients
264 clients
Average Client Portfolio
$262K average
Assets Under Management
$69.2M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
Loading...

Location

15 W 38th St., #704, New York, NY, 10018

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Jared operates Cistron Financial LLC as a DBA for his Guardian/PAS business, dedicating full-time hours to it. He also serves as Vice-President of LeTip, spending minimal time on this non-investment related activity.

Employment History
Current Registrations
Stirlingshire Investments
May 2025 - Present · 9 mos
Stirlingshire InvestmentsBroker
April 2025 - Present · 10 mos
Previous Registrations
Park Avenue Securities LLC
January 2021 - April 2025 · 4 yrs 3 mos
Park Avenue Securities LLCBroker
October 2020 - April 2025 · 4 yrs 6 mos
Cistron Investment Advisors LLC
February 2018 - May 2020 · 2 yrs 3 mos
State Registrations10 states
AZCAFLILMAPASCTNUTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jared Goldstine - Financial Advisor | TrueAdvisor