• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
JERRY WILLIAM GOLD
JERRY W GOLD
CRD#: 5066376
IA
Investment Adviser
B
Broker
WELLS FARGO ADVISORSCRD#: 19616 11350 N PORT WASHINGTON RD
MEQUON, WI 53092
Registration History
20062008201020122014201620182020202220242 FIRMS2007 - 2007 (<1 year)2 FIRMS2007 - 2012 (4 years)2 FIRMS2012 - 2013 (<1 year)2 FIRMS2013 - 2017 (4 years)2 FIRMS2019 - 2021 (1 year)2 FIRMS2021 - 2022 (1 year)2 FIRMS2022 - 2024 (2 years)2 FIRMS2024 - Present (<1 year)BCHASE INVESTMENT SERVICES CORP. (CRD# 25574)2006 - 2006 (<1 year)
License(s)

State Registrations

B
Florida 12/2/2024

IA
Wisconsin 12/2/2024

B
Wisconsin 12/2/2024

SRO Registrations

B
Cboe BZX Exchange, Inc.

B
Cboe Exchange, Inc.

B
FINRA

B
NYSE American LLC

B
NYSE Arca, Inc.

B
NYSE Chicago, Inc.

B
Nasdaq GEMX, LLC

B
Nasdaq ISE, LLC

B
Nasdaq PHLX LLC

B
Nasdaq Stock Market

B
New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
WELLS FARGO ADVISORS (CRD#:19616)
11350 N PORT WASHINGTON RD, MEQUON, WI 53092
Registered with this firm since 12/2/2024

B
WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616)
11350 N PORT WASHINGTON RD, MEQUON, WI 53092
Registered with this firm since 12/2/2024

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
09/26/2022 - 12/04/2024 ASSOCIATED INVESTMENT SERVICES, INC. (CRD#:1464) WATERTOWN, WI
B
09/26/2022 - 12/04/2024 ASSOCIATED INVESTMENT SERVICES, INC. (CRD#:1464) WATERTOWN, WI
IA
05/03/2021 - 10/04/2022 LPL FINANCIAL LLC (CRD#:6413) WHITEFISH BAY, WI
B
05/03/2021 - 10/04/2022 LPL FINANCIAL LLC (CRD#:6413) WHITEFISH BAY, WI
IA
04/26/2019 - 01/05/2021 LPL FINANCIAL LLC (CRD#:6413) WHITEFISH BAY, WI
B
04/24/2019 - 01/05/2021 LPL FINANCIAL LLC (CRD#:6413) WHITEFISH BAY, WI
IA
01/31/2013 - 06/01/2017 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) MEQUON, WI
B
01/31/2013 - 06/01/2017 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) MEQUON, WI
IA
04/19/2012 - 01/17/2013 PNC INVESTMENTS (CRD#:129052) THIENSVILLE, WI
B
04/19/2012 - 01/17/2013 PNC INVESTMENTS (CRD#:129052) THIENSVILLE, WI
IA
09/26/2007 - 03/19/2012 WELLS FARGO ADVISORS, LLC (CRD#:19616) TAMPA, FL
B
09/26/2007 - 03/19/2012 WELLS FARGO ADVISORS, LLC (CRD#:19616) TAMPA, FL
IA
03/07/2007 - 08/16/2007 EDWARD JONES (CRD#:250) BRIGHTON, CO
B
01/22/2007 - 08/16/2007 EDWARD JONES (CRD#:250) BRIGHTON, CO
B
01/05/2006 - 12/05/2006 CHASE INVESTMENT SERVICES CORP. (CRD#:25574) ARVADA, CO
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.