Jacob Gold
Jacob Gold is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Scottsdale, AZ, with 24 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
14850 N Scottsdale Rd, Ste #255, Scottsdale, AZ, 85254
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jacob owns Jacob Gold and Associates, Inc., a financial services firm, and works as an independent insurance agent selling fixed insurance products, dedicating full-time hours to this. He also teaches personal financial management at ASU and participates in other educational and advisory roles.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations28 states
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