Jacob Goss
Investment adviser representative at TD Private Client Wealth LLC
13 yearsExperience
2 statesRegistered in
$8.6BFirm assets
13 yearsFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- TD Private Client Wealth LLCNov 2023 to now
- TD BankJul 2023 to now
- UnemployedMay 2023 to Jul 2023
- Cabrini UniversityOct 2022 to May 2023
- UnemployedAug 2022 to Oct 2022
- TD BankJun 2022 to Aug 2022
- Cabrini UniversitySep 2021 to May 2022
- Cabrini UniversityMay 2021 to Aug 2021
- Culture Finders Inc.Nov 2020 to May 2021
- UnemployedSep 2020 to Nov 2020
- Cabrini UniversitySep 2018 to Sep 2020
- Full-time EducationAug 2010 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NJ, PA).
TD Private Client Wealth LLC
$8.6BAssets managed
25,685Clients
530Advisers
13 yearsIn 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
- 7786463
- Firm CRD
- 164484