Jeffrey Gold
Jeffrey Gold is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Tampa, FL, with 32 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
11065 Countryway Blvd, Tampa, FL, 33626
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey acts as the executor of his parents' estate and as durable power of attorney for his mother, dedicating minimal time to these roles. He is also an owner of Spence and Gold Financial, a support company, but it does not hold itself out to the public.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Raymond James Financial Services
Legacy Wealth Advisors, LLC
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Investment Management & Research, INCBroker
Barron Chase Securities, INC.Broker
State Registrations11 states
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