Jacob Gold & Associates

Finance Ā· Arizona, United States Ā· 1-10 Employees

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Overview

Headquarters

14850 N Scottsdale Rd Ste 255, Scottsdal...

Phone Number

(480) 998-4653

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
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Jul
ZI Rank
1
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1
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About Jacob Gold & Associates

JG&A Wealth Management specializes in wealth planning and multigenerational transfer strategies, focusing on helping individuals and families navigate their financial futures. The firm offers a suite of services including investment strategies, tax minimization, legacy planning, and estate planning, tailored to meet the unique needs of families, business owners, executives, and professional athletes. With a commitment to education and personalized financial planning, they aim to empower clients to achieve their financial goals with confidence. Founded by Jacob Gold, who also teaches finance at Arizona State University, the firm emphasizes long-term relationships and open communication.Explore more
Jacob Gold & Associates's Social MediaPopular SearchesJacob Gold & Associates IncJacob Gold & AssociatesGold and Associates IncJacob Gold Associates IncJacob Gold LLCSIC Code 62,628NAICS Code 52,523Show more

Jacob Gold & Associates Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Jacob Gold & Associates

<$5M
1-10
Private
-
2004
MS
Martha SchrameckChief Operating Officer
$7.5M
11-50
Private
-
2021
LZ
Leigh ZhangChief Investment Officer
$5.3M
11-50
Private
-
1986
KR
Kevin ReidingerFinancial Planner
<$5M
1-10
Private
-
1994
PM
Pamela Mergott-McFeeChief Operating Officer
<$5M
1-10
Private
-
-
CJ
Clark JodeneExecutive Assistant
<$5M
1-10
Private
-
2006
MJ
Megan JohnsonVice President and Wealth Advisor
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Company Profile Activity

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Activity Insights

Jacob Gold & Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Jacob Gold & Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Jacob Gold & Associates.

Jacob Gold & Associates Tech Stack

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Jacob Gold & Associates News & Media

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Frequently Asked Questions Regarding Jacob Gold & Associates

What is Jacob Gold & Associates's official website?
Jacob Gold & Associates's official website is www.jacobgold.com
What is Jacob Gold & Associates's Revenue?
Jacob Gold & Associates's revenue is <$5 Million
What is Jacob Gold & Associates's SIC code?
Jacob Gold & Associates's SIC: 62,628
What is Jacob Gold & Associates's NAICS code?
Jacob Gold & Associates's NAICS: 52,523
How many employees does Jacob Gold & Associates have?
Jacob Gold & Associates has 1-10 employees
What industry does Jacob Gold & Associates belong to?
Jacob Gold & Associates is in the industry of: Finance, Securities Trading
What is Jacob Gold & Associates competition?
Jacob Gold & Associates top competitors include: WealthSpring, McFee Financial Group, Chartered Financial Services, Stocker Woods Financial
What technology does Jacob Gold & Associates use?
Some of the popular technologies that Jacob Gold & Associates uses are: Cloudflare Website Optimization, Proofpoint, Microsoft 365, Google Tag Manager
How do I contact Jacob Gold & Associates?
Jacob Gold & Associates contact info: Phone number: (480) 998-4653 Website: www.jacobgold.com
What does Jacob Gold & Associates do?

JG&A Wealth Management specializes in wealth planning and multigenerational transfer strategies, focusing on helping individuals and families navigate their financial futures. The firm offers a suite of services including investment strategies, tax minimization, legacy planning, and estate planning, tailored to meet the unique needs of families, bu... siness owners, executives, and professional athletes. With a commitment to education and personalized financial planning, they aim to empower clients to achieve their financial goals with confidence. Founded by Jacob Gold, who also teaches finance at Arizona State University, the firm emphasizes long-term relationships and open communication.Read More

What are Jacob Gold & Associates social media links?
Jacob Gold & Associates Linkedin page Jacob Gold & Associates Twitter page
Is Jacob Gold & Associates a public company?
Jacob Gold & Associates is private company therefore does not currently have an official ticker symbol
See more information about Jacob Gold & Associates

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