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RIA / WealthAdvisorCertified Financial Planner19 years in industry

JESSICA B DEBOLD

Advisor at GOLDSTONE FINANCIAL GROUP, LLC

OAKBROOK TERRACE, IL

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Search this name across graphsid dfx:ria:33b5f458-7b71-7ba0-17dd-0512b13bbda4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Oct 19, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: GOLDSTONE FINANCIAL GROUP, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 18, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Oct 18, 2006
First registration: Oct 19, 2006
Dual registered: no
Other names: JESSICA V BEAM
IAPD individual key: 4981342

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GOLDSTONE FINANCIAL GROUP, LLC	Independent wealth	Aug 6, 2023	n/a	yes	OAKBROOK TERRACE, IL	Current employment
EDELMAN FINANCIAL ENGINES	Independent wealth	Jan 10, 2022	Jul 29, 2023	no	SABINA, OH	Previous registration
BUCKINGHAM CAPITAL MANAGEMENT, INC.	Former SEC adviser	Mar 29, 2018	Dec 2, 2021	no	DAYTON, OH	Previous registration
BUCKINGHAM FINANCIAL GROUP, INC.	Former SEC adviser	May 22, 2014	Dec 2, 2021	no	DAYTON, OH	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Oct 19, 2006	Sep 4, 2012	no	WILMINGTON, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EDELMAN FINANCIAL ENGINES	GOLDSTONE FINANCIAL GROUP, LLC	Jul 29, 2023	Aug 6, 2023	8	Firm change	RIA to RIA
BUCKINGHAM CAPITAL MANAGEMENT, INC.	EDELMAN FINANCIAL ENGINES	Dec 2, 2021	Jan 10, 2022	39	Firm change	RIA to RIA
BUCKINGHAM FINANCIAL GROUP, INC.	BUCKINGHAM CAPITAL MANAGEMENT, INC.	Dec 2, 2021	Mar 29, 2018	-1,344	Firm change after gap	Other
EQUITABLE ADVISORS, LLC	BUCKINGHAM FINANCIAL GROUP, INC.	Sep 4, 2012	May 22, 2014	625	Firm change after gap	Ibd to new firm

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
117982:117984:OH:2021-12-02	Dec 2, 2021	Mar 29, 2018	DAYTON, OH	Firm change after gap

Relationships

Registered with (5)

→ GOLDSTONE FINANCIAL GROUP, LLCRegistered adviserregistration: current employment
Aug 6, 2023 to presentfactForm ADV
→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: previous registration
Jan 10, 2022 to Jul 29, 2023factForm ADV
→ BUCKINGHAM FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
May 22, 2014 to Dec 2, 2021factForm ADV
→ BUCKINGHAM CAPITAL MANAGEMENT, INC.Registered adviserregistration: previous registration
Mar 29, 2018 to Dec 2, 2021factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 19, 2006 to Sep 4, 2012factForm ADV

Dated events

Occurred
Jul 29, 2023
Advisor changed firm
Jessica B Debold left Edelman Financial Engines for Goldstone Financial Group, Llc (registered 2023-08-06)
Form ADVobserved 5 days ago