Wells Fargo Advisors
46yrs
Top advisor by experience in Jacksonville Beach
29yrs
David Goldstein
Financial advisor at Wells Fargo Advisors
Based in Jacksonville Beach, Florida, David Goldstein is a fiduciary financial advisor with 29 years of industry experience. David has been with Wells Fargo Advisors since 2024; before that, David spent less than a year at Citigroup Global Markets and four years at Legg Mason Wood Walker. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 100 advisors with offices in Jacksonville Beach, and one of 88 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 14% by experience in Jacksonville Beach
Office1525-B The Greens Way 2nd Floor Suite 200, Jacksonville Beach, FL 32250
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?2 states
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2006 – 2024Wells Fargo Clearing Services, LLCPreviously
- Feb 2006 – Apr 2006Citigroup Global Markets Inc.Previously
- 2001 – 2006Legg Mason Wood Walker, IncorporatedPreviously
Contact David
1525-B The Greens Way 2nd Floor Suite 200Jacksonville Beach, FL 32250Office · Get directions Firm main line(314) 875-3000Headquarters: Wells Fargo Advisors · St. Louis, MO Firm websitewww.wellsfargoadvisors.com/online-access/signon.htm
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Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call Wells Fargo Advisors at (314) 875-3000 and ask for David Goldstein. David works from the Jacksonville Beach, FL office.
How long has David been a financial advisor?
David has been in the industry since 1997, about 29 years. Top 14% by experience in Jacksonville Beach.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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