Jim Gold

Founder at

Steward Partners Investment Advisory LLC

Consumer Services

Finance

Profile

Mr. James M.
Gold is a Chief Executive Officer, Co-Founder & Board Member at Steward Partners Investment Advisory LLC.
He is on the Board of Directors at Steward Partners Investment Advisory LLC.
He is part of the Executive Leadership Team at Steward Partners, which he co-founded in 2013.
With over 30 years of experience in the financial services industry, Mr. Gold has a proven track record of leadership, innovation, and building elite, top performing executive teams.
Mr. Gold began his career at Smith Barney in 1995 as a Financial Advisor and quickly distinguished himself through his dedication, vision, and ability to inspire others.
Over his 18-year tenure with Smith Barney and its successor firms, he advanced into senior leadership roles, including National Training Officer, Assistant Branch Manager, Branch Manager, and Complex Manager.
He received his undergraduate degree from Stonehill College, Inc..

Jim Gold active positions

Companies	Position	Start
Steward Partners Investment Advisory LLC Steward Partners Investment Advisory LLC Investment ManagersFinance SPIA offers advice on all types of securities including, but not limited to, equity securities, warrants, corporate debt securities, certificates of deposit, municipal securities, variable life insurance, variable annuities, mutual fund shares and exchange traded funds (ETFs), and options. They do not primarily recommend one particular type of security over another since each client has different needs and a different tolerance for risk.	Founder	01/03/2016

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Private companies	2
Stonehill College, Inc. Stonehill College, Inc. Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Steward Partners Investment Advisory LLC Steward Partners Investment Advisory LLC Investment ManagersFinance SPIA offers advice on all types of securities including, but not limited to, equity securities, warrants, corporate debt securities, certificates of deposit, municipal securities, variable life insurance, variable annuities, mutual fund shares and exchange traded funds (ETFs), and options. They do not primarily recommend one particular type of security over another since each client has different needs and a different tolerance for risk.	Finance

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