Advisor at Stonebridge Financial Group
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Firm
Stonebridge Financial Group
Location
San Rafael, CA 94903
Credentials
Series 66
Industry experience
< 1 year
Julian Goodman is a financial advisor at Stonebridge Financial Group in San Rafael, CA, holding a Series 66 designation. He has one year of industry experience and previously worked at Equitable Advisors, Blair Martin Financial Professional, Beacon Pointe Advisors, and Ameriprise Financial Services. Stonebridge Financial Group provides wealth management, financial consulting, and retirement plan advisory services to individuals, families, business owners, and other entities. The firm employs a variety of securities and investment strategies, including discretionary portfolio management and third-party independent manager recommendations.
Based on Stonebridge Financial Group
Financial Consulting fees up to $50,000 per engagement, fixed as detailed in Consulting Agreement
Up to 1.5% annually, charged quarterly in advance based on AUM at quarter end
100 Smith Ranch Road, Suite 112
San Rafael, CA 94903
California
Stonebridge Financial Group, LLC
2026 - Present (1 year)
Equitable Advisors
2025 - 2026 (1 year)
Blair Martin Financial Professional
2025 - 2026 (1 year)
Uber
2024 - 2024 (1 year)
Lyft
2024 - 2024 (1 year)
Beacon Pointe Advisors
2022 - 2024 (2 years)
Unemployed
2022 - 2022 (1 year)
San Francisco State University
2020 - 2022 (2 years)
Ameriprise Financial Services
2019 - 2019 (1 year)
College of Marin
2016 - 2020 (4 years)
Redwood High School
2012 - 2016 (4 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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