Best-in-State · rank 95 · Scottsdale, Arizona · listed firm: Jacob Gold & Associates
Identity & firm
- Firm — Jacob Gold & Associates, Inc. (high)
- “Jacob Gold & Associates” — forbes_shook
- Parent company — independent (high)
- “Jacob Gold & Associates operates as an independent advisory firm utilizing Cetera Advisor Networks LLC for brokerage and RIA registration” — firm_official
- Firm type — hybrid_ria (high)
- “Securities and advisory services are offered through Cetera Advisor Networks LLC (Broker/Dealer & Registered Investment Adviser)” — firm_official
- Team name — Jacob Gold & Associates, Inc. (high)
- “Jacob Gold & Associates, Inc. (also branded as JG&A Wealth Management)” — firm_official
- Team size — 4 (medium)
- “Jacob H. Gold (Founder, Chairman, Chief Investment Officer), Kelvin Gold (son, fourth-generation financial planner), Sara (Communication Manager), Ida Chaidez (Client Services Coordinator)” — firm_official
- CRD — gap: not_found_after_search
- Years experience — 25 (high)
- “More than 25 years of experience on Wall Street” — firm_official
- Designations — CFP, other:NFLPA Registered Player Financial Advisor (high)
- “CFP® (Certified Financial Planner™) earned in 2004; NFLPA Registered Player Financial Advisor” — firm_official
Book of business
- Team AUM ($M) — 309 (high)
- “Team Assets (Custodied): $309M” — forbes_shook
- Account minimum ($M) — 0.25 (high)
- “Minimum account size for new business: $250K” — forbes_shook
- Typical client net worth ($M) — 2.5 (high)
- “Typical Net Worth of Relationships: $1-5M” — forbes_shook
- Client niche — Families, business owners, and professional/college athletes (high)
- “The firm specializes in three primary client segments: Families & Individual Affluent Clients, Business Owners & Executives, and Professional & College Athletes (specialized in NIL income, endorsement deals, contract ear” — firm_official
- Custodians — Cetera Advisor Networks LLC (medium)
- “Securities and advisory services through Cetera Advisor Networks LLC” — firm_official
- Fee model — gap: not_public
Positioning & marketing
- Website url — https://www.jacobgold.com/ (high)
- “Jacob Gold & Associates official website” — firm_official
- Value proposition (verbatim) — Wealth Planning & Multigenerational Transfer. Built with a commitment to removing the confusion from financial planning by offering personalized, comprehensive strategies tailored to each client's goals. (medium)
- “Wealth Planning & Multigenerational Transfer; built with a commitment to removing the confusion from financial planning by offering personalized, comprehensive strategies tailored to each client's goals” — firm_official
- Differentiators — Multigenerational wealth planning and transfer expertise, Concierge-style service with constant support and accessibility, Specialized athlete advisory (NFLPA registered, NIL/endorsement focus), Comprehensive financial education and alignment of wealth with life goals, Family legacy and succession planning (medium)
- “Concierge-style service with constant support and accessibility; specializes in helping clients align wealth with life goals through comprehensive financial education; expert in professional athlete advisory and family s” — firm_official
- Content marketing — occasional (low)
- “Author of two books: 'Financial Intelligence: Getting Back to Basics After an Economic Meltdown' and 'Money Mindset: Formulating a Wealth Strategy in the 21st Century'; featured in Wall Street Journal, Forbes, USA Today,” — firm_official
- Has podcast — no (low)
- “No podcast hosted by Jacob Gold or Jacob Gold & Associates found in search results” — firm_official
- Books published — 2 (medium)
- “Author of two books: 'Financial Intelligence: Getting Back to Basics After an Economic Meltdown' and 'Money Mindset: Formulating a Wealth Strategy in the 21st Century'” — firm_official
- Linkedin url — https://www.linkedin.com/in/jacob-gold-cfp/ (high)
- “Jacob Gold CFP LinkedIn profile” — social_or_third_party_db
- Social presence — linkedin_active (medium)
- “Jacob Gold maintains an active LinkedIn profile; Jacob Gold & Associates LinkedIn company page” — social_or_third_party_db
- Press awards — Forbes Best-in-State Wealth Advisors 2026 (Rank 95), Featured: Wall Street Journal, Forbes, USA Today, NEWSWEEK, TIME, New York Times, U.S. News, Money Magazine, Worth Magazine, CNBC, Adjunct Professor of Finance at Arizona State University's W.P. Carey School of Business (2015–present) (high)
- “Forbes Best-in-State Wealth Advisors 2026, Rank 95; featured in Wall Street Journal, Forbes, USA Today, NEWSWEEK, TIME, New York Times, U.S. News, Money Magazine, Worth Magazine, CNBC” — firm_official
Visual brand
- Has distinct logo — yes (medium)
- “A new logo for Jacob Gold & Associates was introduced/announced on LinkedIn” — social_or_third_party_db
- Logo url — gap: not_found_after_search
- Visual brand notes — gap: not_found_after_search