Jerry Gold

Financial Advisor at Wells Fargo Advisors

Role: Vice President - Investments, Financial Advisor at Wells Fargo Advisors
Location: Milwaukee, WI, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Jerry Gold

Contact me at j••••••••@wellsfargo.com or by phone 26••••••26. Serving in the…

Experience

Vice President - Investments, Financial Advisor
Wells Fargo Advisors
Dec 2024 — Present · Milwaukee, WI, US
Helping clients take control of their financial future. Short-term, long-term, and everything in between. With a personalized approach, client\'s goals are at the center of their financial p••••••••@wellsfargo.com 26••••••26

Education

University of Wisconsin-Whitewater
Bachelor's degree, Financial Planning and Services
2021 — 2023

Skills

Finance
Credit
Health and Life Insurance
Long Term Care Insurance
Series 66
Series 7
Commercial Lending
Retirement Planning
Refinance
Wealth Management
Loan Origination
Residential Mortgages
Portfolio Management
Loans
Investments
Mortgage Lending
Banking
Mutual Funds

Contact information

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Work email
•••••@wellsfargoadvisors.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Wells Fargo Advisors

Financial Services · 15K employees · St. Louis, Missouri, United States

With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St. Louis. At the end of the day, we help our clients succeed financially. For us – our Financial Advisors and thousands of other team members – it's a commitment. It's about honoring our relationship with clients and being fully invested in their success. Investors’ needs are more complex now than at any time in history. There are the usual concerns that investors can plan for, but there are also those events when life happens. That’s why investors are increasingly looking for advice they can trust from a financial services firm which has experience and expertise, and an uncompromising dedication to its clients. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent our views. Additional guidelines can be found on wfa.com/social. Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo recognizes and values the diversity of its employees, customers and business partners. EOE, M/F/D/V. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. © 20••••25 Wells Fargo Clearing Services, LLC. All rights reserved. PM-09••••••••21 Wells Fargo Investment Institute, Inc. (WFII) is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

wellsfargoadvisors.com

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About Jerry Gold

Experience

Vice President - Investments, Financial Advisor

Education

University of Wisconsin-Whitewater

Skills

Find verified contacts for anyone on LinkedIn