Jason Harris Gold

Current Employers

Greycliff Wealth Management, Llc

1185 6Th Ave, Floor 3, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-07-14

NY RA
APPROVED

Since 2021-07-14

Branch Locations

1185 6Th Ave, Floor 3, New York, NY 10036 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Bcg Securities, Inc.	Cherry Hill	NJ	06/2016	04/2020
Purshe Kaplan Sterling Investments	Albany	NY	04/2020	Present
Greycliff Wealth Management	New York	NY	04/2020	Present

06/2016 → 04/2020

Bcg Securities, Inc.

Cherry Hill, NJ
04/2020 → Present

Purshe Kaplan Sterling Investments

Albany, NY
04/2020 → Present

Greycliff Wealth Management

New York, NY

Previous Registrations

2016-06-22 → 2020-05-19

Bcg Securities, Inc.

Cherry Hill, NJ

New York, NY
2012-06-04 → 2016-06-20

Msi Financial Services, Inc.

New York, NY
2007-07-31 → 2012-06-07

Equitable Advisors, Llc

New York, NY

Other Businesses

1) 1. GREYCLIFF WEALTH MANAGEMENT 2. INVESTMENT RELATED 3. SEE REGISTERED BRANCH LOCATION 4. RIA 5. IAR/MEMBER 6. 04/2020 7. 175 HRS/MO 8. 130 HOURS DURING TRADING 2) 1. LIVELAUGHLOVECHARITIES.COM 2. NOT INVESTMENT RELATED 3. SEE REGISTERED BRANCH LOCATION 4. CHARITY 5. FOUNDING MEMBER 6. 07/2008 7. 0 HOURS/MONTH 8. 0 HOURS DURING TRADING 9. NO SPECIFIC DUTIES, COORDINATE AND SHOW UP TO CHARITY EVENTS. LAST EVENT 2013 3) 1. PKSF 2. Investment related 3. 80 State St, Albany, NY 12207 4. Fixed/Traditional Insurance 5. Agent 6. 05/01/2020 7. 30-40 hrs/mo 8. 1-2 hours during trading 9. Sales of fixed/ traditional insurance products. Provide education to clients and prospective clients on the pros and cons of fixed insurance and facilitate the process for buying life insurance 3) 1. www.livelaughlovecharities.org 2. Not investment related 3. No address 4. Charity 5. Founding Member 6. 7/2008 7. 0 hours/month 8. 0 hours during trading 9. No specific duties. Help coordinate charity events. Last event 2013. Not a formal company, just a website to announce upcoming events and post past event pictures. 4) 1. Highland Capital 2. Investment related 3. 575 Lexington Avenue, Fl 2, New York, NY 10022 4. GA Fixed insurance 5. Agent 6. 6/2018 7. 10 hrs/mo 8. 1-2 hours during trading 9. Educate clients on and sell fixed insurance products through Highland Capital, an insurance GA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2006-06-06
S63	Uniform Securities Agent State Law Examination	2006-05-23

S65 Uniform Investment Adviser Law Examination

2006-06-06
S63 Uniform Securities Agent State Law Examination

2006-05-23

Other Names

Jason Gold

View on SEC IAPD