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Caleb R Gold

Edward Jones

Odessa, TX

Odessa, TX

CRD 7454330

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-11-24
  • TX RA
    APPROVED
    Since 2023-11-24

Branch Locations

Odessa, TX • United States

7100 East Highway 191 Ste 301, Odessa, TX 79765 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Lubbock TX 11/2021 11/2023
Bmw Of Lubbock Lubbock TX 07/2016 10/2021
Edward Jones St Louis MO 11/2023 Present
Morgan Stanley Private Bank, N.A New York NY 04/2022 Present
  • 11/2021 → 11/2023
    Morgan Stanley
    Lubbock, TX
  • 07/2016 → 10/2021
    Bmw Of Lubbock
    Lubbock, TX
  • 11/2023 → Present
    Edward Jones
    St Louis, MO
  • 04/2022 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-28
  • S66 Uniform Combined State Law Examination
    2022-03-28
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Caleb R Hernandez

View on SEC IAPD

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