Kelvin Jacob 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

• 04/2025 → Present
  Jacob Gold & Associates
  Scottsdale, AZ
• 08/2021 → 04/2025
  Arizona State University
  Tempe, AZ
• 08/2016 → 05/2021
  Pinnacle High School
  Phoenix, AZ
• 02/2022 → 04/2025
  Cetera Wealth Services, Llc
  El Segundo, CA
• 04/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 02/2026 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. Name of other business: Jacob Gold & Associates Investment related: Yes Address: Same as registered location Nature of business: Financial Services Start Date: 04/2025 Apx number of hours per week:40 Apx number of hours during trading hours:40 Position/title/relationship: Media Manager Brief description of duties: Creates and edits podcast and social media posts.

Exams

• S66 Uniform Combined State Law Examination
  2026-02-11