Jason
Gold

Bcg Securities, Inc

CRD#5074557
Investment Advisor
in New York, NY
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About this Advisor

Jason Gold is a financial advisor who works in New York, New York, who has been in the advisory business for 13 years. Gold currently works for Bcg Securities, Inc. Over the course of their career, they have held roles at Axa Advisors, LLC, Metlife Securities Inc and Bcg Securities, Inc. Gold has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Connecticut, New Hampshire, Pennsylvania and New Jersey. Bcg Securities, Inc is an advisory business headquartered in New York, New York. The investment advisory business has offices in 12 locations and a total of 85 financial advisors. It administers $543 million in assets between its 1,773 accounts, placing it among the larger firms in the nation by assets under management. Of its 1,773 customer accounts, just 3% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The firm offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management typically depend on which services the firm provides the client. Fees billed by Bcg Securities, Inc most likely include some combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

Yes

Office Location

One World Trade Center Suite 8500
New York, NY 10007

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Bcg Securities, Inc Brokerage Details

Total Assets Under Management

$516,160,184

NY Average: $10,121,009,343
Total Number of Employees

85

NY Average: 92
Total Number of Accounts

1,694

NY Average: 6,978
Average Account Size

$304,699

NY Average: $1,450,417

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Jason Gold Work History

Jason has 13 years of experience.

2016 - Present (3 years)

Bcg Securities, Inc

2012 - 2016 (4 years)

Metlife Securities Inc

2005 - 2012 (7 years)

Axa Advisors, LLC

Disclosures

Jason Gold has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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