Jacob Hamblin Gold

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2000 → Present
  Jacob Gold & Associates, Inc.
  Phoenix, AZ
• 09/2014 → 06/2021
  Voya Financial Advisors
  Phoenix, AZ
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2023 → Present
  Finance Roundtable Podcast
  Scottsdale, AZ
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2002-10-03 → 2021-06-09
  Voya Financial Advisors, Inc.
  Scottsdale, AZ
  Greenville, SC
  Phoenix, AZ
  Phoenix, AZ
  El Segundo, CA
  Windsor, CT

Other Businesses

1. NAME OF OTHER BUSINESS: JACOB GOLD AND ASSOCIATES, INC.; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 09/2005; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES, FINANCIAL PLANNING, FIXED INSURANCE, WEBSITE AND TEACHING; 2. NAME OF ENTITY: W.P. CAREY SCHOOL OF BUSINESS AT ASU; No; 400 E LEMON ST; TEMPE; AZ; 85287; TEACHING PERSONAL FINANCIAL MANAGEMENT; ASSOCIATE FACULTY PROFESSOR; 8/1/2015; 5; 2; TEACHING FINANCE 380,PERSONAL FINANCIAL MANAGEMENT; 3. NAME OF ENTITY: Finance Advisory Board for Arizona State University; No; PO BOX 873906; TEMPE; AZ; 85287; assistance in curriculum, training and pragmatic approach; board member; 9/15/2012; 4; 4; Meet twice per year to discuss vision for university; 4. NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 14850 N SCOTTSDALE ROAD, STE 255; SCOTTSDALE; AZ; 85254; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 4/25/2001; 160; 160; SALES OF FIXED INSURANCE PRODUCTS; 5. NAME OF ENTITY: Arizona Council on Economic Education; No; 16421 N. Tatum Blvd #123; Phoenix; AZ; 85032; NON-PROFIT ORGANIZATION; Board Member; 7/15/2019; 5; 0; Teach the teachers and then spending time teaching teachers how to do various activities with their students that will instill good money management skills; 6. NAME OF OTHER BUSINESS: N/A; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: NOTARY; START DATE: 11/2022; POSITION/TITLE/RELATIONSHIP: NOTARY PUBLIC; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: NOTARIZE DOCUMENTS AS NEEDED; 7. NAME OF OTHER BUSINESS: FINANCE ROUNDTABLE PODCAST; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: PODCAST; START DATE: 1/2023; POSITION/TITLE/RELATIONSHIP: OWNER/HOST; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: CREATE CONTENT, RECORDING, AND MARKETING; 8. NAME OF OTHER BUSINESS: DIRECTV; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EMPLOYEE EDUCATION; START DATE: 03/2024; POSITION/TITLE/RELATIONSHIP: INDEPENDENT CONTRACTOR; APX NUMBER OF HOURS PER WEEK: .25; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: EDUCATE DIRECTV EMPLOYEES ON BENEFIT PROGRAMS THEY ARE ELIGIBLE TO PARTICIPATE IN; 9. NAME OF OTHER BUSINESS: AMAZON; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: BOOKS; START DATE: 10/2015; POSITION/TITLE/RELATIONSHIP: AUTHOR; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: 2 PUBLISHED BOOKS THROUGH AMAON: FINANCIAL INTELLIGENCE: GETTING BACK TO BASICS AFTER AN ECONOMIC MELTDOWN AND MONEY MINDSET: FORMULATING A WEALTH STRATEGY IN THE 21ST CENTURY; 10. NAME OF OTHER BUSINESS: DONE AND WON PODCAST; INV REL: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SPORTS PODCAST; START DATE: 07/2026; POSITION: HOST/FINANCIAL PLANNER; APX # OF HRS PER WK: 5; APX # OF HRS DUR TRAD HRS: 1; DUTIES: INTERVIEW GUESTS AND PROMOTE THE PODCAST ABOUT SPORTS AND ATHLETES’ STORIES; 11. NAME OF OTHER BUSINESS: THE JACOB GOLD PODCAST; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: PODCAST; START DATE: 8/2026; POSITION/TITLE/RELATIONSHIP: HOST AND OWNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: PODCAST ON STOCK MARKET CONDITIONS, WHAT IS NEW AT JG&A, & HOW THEY MANAGE MONEY;

Exams

• S66 Uniform Combined State Law Examination
  2002-09-19

Designations

• Certified Financial Planner