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RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

JERRY WILLIAM GOLD

Advisor at WELLS FARGO ADVISORS

RACINE, WI | MEQUON, WI | MILWAUKEE, WI

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Search this name across graphsid dfx:ria:55d44f5f-5fa1-50e8-44b0-8e6a015c44d8

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Mar 7, 2007 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WELLS FARGO ADVISORS
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 5, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Mar 5, 2007
First registration: Mar 7, 2007
Dual registered: yes, broker-dealer
Other names: JERRY W GOLD
IAPD individual key: 5066376

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WELLS FARGO ADVISORS	Wirehouse	Dec 4, 2024	n/a	yes	RACINE, WI\|MEQUON, WI\|MILWAUKEE, WI	Current employment
ASSOCIATED INVESTMENT SERVICES, INC.	Independent wealth	Sep 26, 2022	Dec 4, 2024	no	BEAVER DAM, WI\|Oconomowoc, WI\|OCONOMOWOC, WI\|SUSSEX, WI\|WATERTOWN, WI\|JEFFERSON, WI	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	May 3, 2021	Oct 4, 2022	no	WHITEFISH BAY, WI\|WAUWATOSA, WI	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Apr 26, 2019	Jan 5, 2021	no	WHITEFISH BAY, WI	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 31, 2013	Jun 1, 2017	no	MEQUON, WI\|MILWAUKEE, WI	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Apr 19, 2012	Jan 17, 2013	no	THIENSVILLE, WI	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Sep 26, 2007	Mar 19, 2012	no	TAMPA, FL\|TAMPA, FL\|TAMPA, FL\|DENVER, CO\|AURORA, CO\|THORNTON, CO	Previous registration
EDWARD JONES	National bd RIA	Mar 7, 2007	Aug 16, 2007	no	ST LOUIS, MO\|BRIGHTON, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ASSOCIATED INVESTMENT SERVICES, INC.	WELLS FARGO ADVISORS	Dec 4, 2024	Dec 4, 2024	0	Firm change	RIA to wirehouse
LPL FINANCIAL LLC	ASSOCIATED INVESTMENT SERVICES, INC.	Oct 4, 2022	Sep 26, 2022	-8	Firm change	RIA to RIA
WELLS FARGO ADVISORS	LPL FINANCIAL LLC	Jun 1, 2017	Apr 26, 2019	694	Firm change after gap	Wirehouse to RIA
PNC WEALTH MANAGEMENT	WELLS FARGO ADVISORS	Jan 17, 2013	Jan 31, 2013	14	Firm change	Other
WELLS FARGO ADVISORS	PNC WEALTH MANAGEMENT	Mar 19, 2012	Apr 19, 2012	31	Firm change	Other
EDWARD JONES	WELLS FARGO ADVISORS	Aug 16, 2007	Sep 26, 2007	41	Firm change	Ibd to wirehouse

Relationships

Registered with (5)

→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 31, 2013 to Jun 1, 2017factForm ADV
→ ASSOCIATED INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Sep 26, 2022 to Dec 4, 2024factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
May 3, 2021 to Oct 4, 2022factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Apr 19, 2012 to Jan 17, 2013factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Mar 7, 2007 to Aug 16, 2007factForm ADV

Dated events

Occurred
Dec 4, 2024
Advisor changed firm
Jerry William Gold left Associated Investment Services, Inc. for Wells Fargo Advisors (registered 2024-12-04)
Form ADVobserved 6 days ago
Occurred
Oct 4, 2022
Advisor changed firm
Jerry William Gold left Lpl Financial Llc for Associated Investment Services, Inc. (registered 2022-09-26)
Form ADVobserved 6 days ago