Broker Check

Welcome to the JG&A Client Portal

Clients can connect to our various software systems; each system’s main function is different.

AdviceWorks allows clients to go paperless and view official statements from Pershing, LLC. AdviceWorks is our central system for clients to access official statements, manage a budget, create a financial roadmap, and go paperless.

AdviceWorks Login

Overview Flyer

Getting Started

Security Flyer

Linked Accounts Flyer

Albridge offers our clients a comprehensive view of the assets that we manage. We use this software to prepare all our client reviews.

Albridge Login

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How much risk do you want? We'll take a quantitative approach to pinpointing your Risk Number.



 

Take our Risk Tolerance Questionnaire

Craft a visual snapshot of your household. The process can help us make more informed decisions about your future.



 

Asset Map Login

Contact Us
We Want to Help

We look forward to helping you navigate your financial journey and reach your goals with confidence.


14850 North Scottsdale Road #255
Scottsdale, AZ 85254


jacob@jacobgold.com


480-998-4653

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