Broker Check

Team

Jacob H. Gold, CFP®
Chairman / Chief Investment Officer

Jacob H. Gold is the Chairman and Chief Investment Officer of Jacob Gold & Associates, Inc., a private wealth management firm located in Scottsdale, Arizona. He and his team provide personalized, comprehensive financial guidance in the areas of investment strategies, retirement planning, and wealth preservation.

In addition to being a CERTIFIED FINANCIAL PLANNER™ practitioner, Jacob is also a Faculty Associate Professor of finance at the W.P. Carey School of Business at Arizona State University.

Mr. Gold has authored two books on personal finance: Financial Intelligence: Getting Back to Basics After an Economic Meltdown and Money Mindset: Formulating a Wealth Strategy in the 21st. Century.

As a trusted source for market-related commentary, Jacob Gold has written, been quoted and occasionally featured in some of America’s most well know media outlets: including The Wall Street Journal, Forbes, USA Today, NEWSWEEK, TIME, New York Times and U.S. News & World Report. He has also been a contributor to the television network CNBC by being a member of their Personal Finance Task Force and Financial Advisor Network in the early 2000’s.

Jacob holds a B.A. in Interdisciplinary Studies with concentrations in Economics and History from Arizona State University. He is an investment adviser representative and registered representative with Voya Financial Advisors, Inc. and holds FINRA Series 7, 63, 65 & 24 securities registrations.

Read Jacob’s catalog of articles for U.S. News & World Report and The Huffington Post.

Email Jacob Gold at [email protected] or call him at 480-998-4653 Ext. 11.

Michael Cochell, CRPC®
President

Michael Cochell is the President of Jacob Gold & Associates, Inc., responsible for operations and growth of the firm.

As an adviser with a Charted Retirement Planning Counselor (CRPC) designation, he provides comprehensive financial guidance to his clients in the areas of investment strategies, retirement planning, and wealth preservation.

Drawing from over 20 years of investment and financial experience, Michael enjoys sharing his insights through financial education. He often writes articles on personal finance, appears on various television programs, and supports Professor Gold at W.P. Carey School of Business at Arizona State University.

He is an investment adviser representative and registered representative with Voya Financial Advisors, Inc. and holds FINRA Series 7, 63 and 65 securities registrations. Michael is a graduate of Arizona State University.

Read Michael’s catalog of articles for Arizona Business Magazine.

Email Michael at [email protected] or call him at 480-998-4653 Ext. 13.

David Scheur, CRPC®
Associate Vice President

David Scheur is the Associate Vice President of Jacob Gold & Associates, Inc.

With over 20 years of experience as a financial adviser and branch manager, David provides personalized, comprehensive financial guidance in the areas of investment strategies, retirement planning, and wealth preservation.

David graduated from the State University of New York College at Brockport with a Bachelor of Science degree; with a concentration in Finance and Economics.

He has earned the designation of Charted Retirement Planning Counselor (CRPC) and is an investment adviser representative and registered representative with Voya Financial Advisors, Inc. and holds FINRA Series 7, 8, 24, 52, 63 and 65 securities registrations.

Email David at [email protected] or call him at 480-998-4653 Ext. 12.

Ida Chaidez
Office Manager / Licensed Assistant 

Ida Chaidez is the Office Manager of Jacob Gold & Associates, Inc.

She has worked directly for Jacob Gold for over 13 years and is responsible for scheduling all appointments for the firm, managing compliance, maintaining client files and organizing client events.

Ida is a registered representative with Voya Financial Advisors, Inc. and holds FINRA Series 6 & 63 securities registrations.

Email Ida at [email protected] or call her at 480-998-4653 Ext. 11.

Ken Brundage
Para Planner / Licensed Assistant 

Ken Brundage is a Para Planner and Licensed Assistant to Jacob Gold.

He brings over 15 years of experience in the financial services industry.

Upon graduating from Arizona State University, Ken worked on the trading floor at the Chicago Board of Trade for several years before moving back to Arizona.

Ken is responsible for opening, transferring, trading and maintaining client files.

He is a registered representative with Voya Financial Advisors, Inc. and holds FINRA Series 7, 63 & 65 securities registrations.

Email Ken at [email protected] or call him at 480-998-4653 Ext. 14.