Jason Lee Goold
Investment adviser representative at Momentum Wealth Management
13 yearsExperience
2 statesRegistered in
$0Firm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Momentum Wealth ManagementSep 2026 to now
- Triad Wealth PartnersOct 2025 to now
- Momentum Wealth (dba for Triad)Jan 2024 to now
- Coppell Advisory Solutions LLCSep 2024 to Oct 2025
- Fidelity InvestmentsJul 2013 to Dec 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
Momentum Wealth Management
Legal name: Pesci Wealth Management LLC
$0Assets managed
0Clients
6Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6232855
- Firm CRD
- 343428