Find a Location Dallas Dallas - Rawlings Jonathan Graham
PFM Jonathan Graham Dallas3 TX 1

Jonathan Graham

Analyst, Dallas - Rawlings
Jonathan.Graham@ny.email.gs.com
469-639-2861

In his role as Relationship Manager, Jonathan provides financial planning, investment management and operational support for clients of the Dallas office of Goldman Sachs Personal Financial Management, within the Asset & Wealth Management business of Goldman Sachs.

He previously worked in a similar role, at both Edward Jones and Equitable. He brings this client experience now to Goldman Sachs Personal Financial Management where he provides an unmatched level of client care, relationship management, and financial success to our clients.

Prior to working in the financial services industry, Jonathan graduated from Texas A&M University with a Bachelor of Arts in Management, concentrating in Entrepreneurship.

In his spare time, Jonathan enjoys playing golf, traveling, and reading. He also enjoys staying active in the community and exercising.

Investment advisory services offered by United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC (“GS&Co.”), member FINRA/SIPC, and subsidiary of The Goldman Sachs Group, Inc. a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. GS PFM does not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.

Ready to start a conversation? We’re here to listen.

Conversation

Tell us about yourself at no cost or obligation.

  • An introduction to an advisor
  • A personal conversation
  • Your questions answered

Confirmation success!

Thank you for your submission.

By submitting this information, you hereby authorize and request that PFM contact you at the number submitted through any direct contact and any automated means, including but not limited to use of an auto-dialer, pre-recorded/artificial voicemail and SMS, and by email to discuss PFM’s products or services and you acknowledge that PFM will use your information as described in its Privacy Policy and Terms of Use. PFM may share your information with other subsidiaries of The Goldman Sachs Group, Inc. and they may also contact you directly through any of the same means listed above.

To withdraw your consent to receive calls or to change your contact preferences, please call us at 1 (800) 796-3315. To stop marketing emails, follow the opt-out instructions in the email received.

Explore other Goldman Sachs solutions

  • Private Wealth Management

    Premier advice, solutions and service for ultra-high-net-worth individuals and select institutions.

    Learn more

  • Goldman Sachs Ayco Personal Financial Management

    Company-sponsored financial planning and advice for employees, from entry-level to C-suite.

    Learn more

  • Marcus by Goldman Sachs

    A digital banking platform offering high-yield savings, managed portfolios, personal loans and more.

    Learn more