Jerry Gold (CRD# 5066376) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Watertown, WI and has over 17 years of experience in the finance industry.
CRD# 2152775
Thrivent Investment Management Inc.
CRD# 4590944
Lpl Financial LLC
CRD# 3250619
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Associated Investment Services, Inc. | Green Bay, WI | Sep 2022 - Current | 1 |
| Lpl Financial, LLC | Whitefish Bay, WI | May 2021 - Sep 2022 | 1 |
| Bmo Harris Bank | Whitefish Bay, WI | May 2021 - Sep 2022 | 1 |
| Unemployed | Whitefish Bay, WI | Jan 2021 - Apr 2021 | < 1 |
| Lpl Financial LLC | Whitefish Bay, WI | Apr 2019 - Dec 2020 | 1 |
| Johnson Financial Group | Whitefish Bay, WI | May 2017 - Dec 2020 | 3 |
| Wells Fargo Clearing Services, LLC | Mequon, WI | Nov 2016 - May 2017 | < 1 |
| Wells Fargo Bank Na | Mequon, WI | Jan 2013 - May 2017 | 4 |
| Wells Fargo Advisors LLC | Mequon, WI | Jan 2013 - Nov 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2007 |
- FL
- WI
-
Total Assets Under Management863MILLIONS
-
Total Number of Accounts4,578ACCOUNTS
-
Average Account Value$188,413
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, FL, GA, IA, IL, IN, LA, MI, MN, MO, NE, NV, OH, SC, TX, WI
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