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Jerry William Gold

Wells Fargo Clearing Services, LLC

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About Jerry William Gold

Jerry William Gold is a financial advisor registered with Wells Fargo Clearing Services, LLC. Jerry is a financial professional with over 15 years of experience in the industry. He is a Series 6, 7 and 66 licensed professional. Jerry has a proven track record of helping individuals and families reach their financial goals. He provides a comprehensive range of financial services, including investment management, financial planning, and retirement planning. Jerry has previously been employed with LPL Financial LLC, PNC Investments, and Edward Jones. Jerry works with clients in Wisconsin and Florida.

Firm Information

Jerry Gold is currently registered with Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is a Limited Liability Company formed in March 2003 and headquartered in St. Louis, Missouri. They offer a variety of investment advisory services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and institutional clients. With over $10 billion to $50 billion in assets under management, the firm provides services to a diverse client base, including high-net-worth individuals, corporations, charitable organizations, pension plans, and state or municipal government entities. They are registered with the SEC and all 50 states.
Wells Fargo Clearing Services, LLC

ONE NORTH JEFFERSON AVENUE

ST. LOUIS, MO 63103-2205

$558.46B

Assets Under Management

5,927

Total Clients

17,168

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting services to institutional clients

Investment consulting services to institutional clients

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jerry Gold’s Registration & Firm History

WI

12/04/2024 - Present

Wells Fargo Clearing Services, LLC (MILWAUKEE WI)

WI

05/03/2021 - 10/04/2022

LPL FINANCIAL LLC (WHITEFISH BAY WI)

WI

04/24/2019 - 01/05/2021

LPL FINANCIAL LLC (WHITEFISH BAY WI)

WI

01/31/2013 - 06/01/2017

WELLS FARGO CLEARING SERVICES, LLC (MEQUON WI)

WI

04/19/2012 - 01/17/2013

PNC INVESTMENTS (THIENSVILLE WI)

FL

09/26/2007 - 03/19/2012

WELLS FARGO ADVISORS, LLC (TAMPA FL)

CO

01/22/2007 - 08/16/2007

EDWARD JONES (BRIGHTON CO)

CO

01/05/2006 - 12/05/2006

CHASE INVESTMENT SERVICES CORP. (ARVADA CO)

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Licenses & Designations

BOTH

Issued 03/05/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/01/2017

SIE - Securities Industry Essentials Examination

BC

Issued 01/19/2007

Series 7 - General Securities Representative Examination

BC

Issued 12/30/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jerry William Gold.
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