Jacob Gold & Associates

Finance · Arizona, United States · 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 Lending & Brokerage

About Jacob Gold & Associates

Jacob Gold & Associates, Inc. is a financial services firm based in Scottsdale, Arizona, specializing in wealth management and multigenerational transfer strategies. The company focuses on helping individuals and families navigate their financial futures through personalized services, including investment strategies, tax minimization, and legacy planning. Their intended clients include families, business owners, executives, and professional athletes, all seeking to achieve long-term financial goals and manage unique financial complexities. Founded by Jacob Gold, who also serves as a finance professor at Arizona State University, the firm emphasizes building long-term relationships based on trust and open communication.Explore more
Jacob Gold & Associates's Social MediaSIC 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
$7.5M
11-50
Private
-
2021
LZ
Leigh ZhangChief Investment Officer
$5.3M
11-50
Private
-
1986
SB
Sara BentonFinancial Planner
<$5M
1-10
Private
-
1994
PM
Pamela Mergott-McFeeChief Operating Officer
<$5M
1-10
Private
-
-
GD
George DoughertyCima AE, Investment Advisor & Representative
<$5M
1-10
Private
-
-
GB
Gregory BlaeserFinancial, Moneygeeks Financial Network, Inc Advisor
<$5M
1-10
Private
-
2006
MD
Melody DeNaultManager, Operations
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Jacob Gold & Associates Tech Stack

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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, Lending & Brokerage
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, Datadog, Microsoft 365
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?

Jacob Gold & Associates, Inc. is a financial services firm based in Scottsdale, Arizona, specializing in wealth management and multigenerational transfer strategies. The company focuses on helping individuals and families navigate their financial futures through personalized services, including investment strategies, tax minimization, and legacy pl... anning. Their intended clients include families, business owners, executives, and professional athletes, all seeking to achieve long-term financial goals and manage unique financial complexities. Founded by Jacob Gold, who also serves as a finance professor at Arizona State University, the firm emphasizes building long-term relationships based on trust 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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