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Meet Jason

With my experience, training and knowledge of financial products and services, my clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.

Jason E. Gold, CFP®

Financial Consultant

(212) 408-9087

Jason Gold, CFP® is a Financial Consultant with Equitable Advisors, based out of Midtown Manhattan and has a presence across the country.  His mission is to provide education and create structure around personal financial planning for individuals, families, and small businesses.

He is a proud alum of Rutgers University, where he earned his degree as a Bachelor of Finance.  He maintains the Series 7, Series 66, and Series 24 FINRA Securities Registrations, as well as State Life & Health Insurance Licenses.  Jason is a Certified Financial Planner™ Professional.