- Top 100 Financial AdvisorsBarron’s, 2018-2021
- Top Independent AdvisorsBarron’s, 2018-2020
- Top Advisor Rankings by StateBarron's, 2018-2021
- America’s Top Wealth AdvisorsForbes, 2018-2021
- Best-In-State Wealth AdvisorsForbes, 2018-2021
- Barron’s Hall of Fame AdvisorBarron’s, 2019
Accolades are independently determined and awarded by their respective publications. Neither First Republic Investment Management nor its employees pay a fee in exchange for these ratings. Past performance is no guarantee of future results. For additional information on these ratings, click here.
- Wealth Management Experience Since 1991Jon Goldstein is a Senior Managing Director and Wealth Manager at First Republic Investment Management. Prior to joining First Republic Investment Management in 2015, he was the Co-Chief Executive Officer at Constellation Wealth Advisors for 7 years and was responsible for managing Constellation’s West Coast operations as well as overseeing the research team. Prior to Constellation, he was a Managing Director and Senior Advisor at Citi Family Office, a division of Citigroup formed to serve the wealthiest and most sophisticated client families, for 15 years. He has over 25 years of experience in the wealth management industry.
- EducationA former CPA, Mr. Goldstein graduated from the University of California at Berkeley with a Bachelor of Science in Business Administration and an MBA from The Wharton School of the University of Pennsylvania.