JG
Jason H. Gold
GREYCLIFF WEALTH MANAGEMENT
New York, NY 10036
Some features on this profile are disabled
CRD#: 5074557
JG
Professional summary
Jason Harris Gold, who also goes by Jason Gold, is a registered financial advisor currently at GREYCLIFF WEALTH MANAGEMENT, LLC located in New York, New York.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jason has worked at 5 firms and has passed the Series 65, Series 63, Series 99TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jason Gold
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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
CRS (Client Relationship Summary) - RIA
Click below to view Jason Harris Gold's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 14, 2021 - Present
GREYCLIFF WEALTH MANAGEMENT, LLC
Office #1: 1185 6th Ave, Floor 3, New York, NY 10036RIA
CRD#: 307645
New York, NY
Past
May 8, 2020 - December 31, 2022
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
New York, NY
Past
June 22, 2016 - May 19, 2020
BCG SECURITIES, INC.
RIA
CRD#: 70
New York, NY
Past
June 21, 2016 - May 19, 2020
BCG SECURITIES, INC.
BD
CRD#: 70
New York, NY
Past
June 4, 2012 - June 20, 2016
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
NEW YORK, NY
Past
June 4, 2012 - June 20, 2016
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
NEW YORK, NY
Past
July 31, 2007 - June 7, 2012
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
NEW YORK, NY
Past
May 22, 2006 - June 7, 2012
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GW
GREYCLIFF WEALTH MANAGEMENT, LLC
GC WEALTH MANAGEMENT | GREYCLIFF WEALTH MANAGEMENT, LLC
CRD#: 307645 / SEC#: 801-118270
RIA
Registered Investment Advisory firm - (3/20/2020 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New York(7/14/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Current Firm
GW
GREYCLIFF WEALTH MANAGEMENT, LLC
GC WEALTH MANAGEMENT | GREYCLIFF WEALTH MANAGEMENT, LLC
CRD#: 307645 / SEC#: 801-118270
RIA
Registered Investment Advisory firm - (3/20/2020 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
1185 6th Ave, Floor 3, New York, NY 10036
Mailing Address
Phone number
(201) 738-2818
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 207 |
| AUM (Assets Under Management) | $ 96,760,924 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
