Unclaimed Profile

James Matthew Gold

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC·PORTLAND, Oregon

SIE, Series 3, Series 7, Series 9, Series 10, Series 63, Series 6515 years registeredSTEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

15495 SW SEQUOIA PARKWAY, PORTLAND, OR 97224CRD# 2642863Firm CRD# 1254

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Matthew Gold · PORTLAND, OR

Registration

CRD #2642863 · STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

May 2016 – Dec 2023

NEW YORK, NY

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Oct 2013 – Dec 2016

WASHINGTON, DC

MORGAN STANLEY

May 2011 – May 2013

WESTPORT, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · May 19, 2011

Years registered · 15

Disclosure History

2008Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

CRD 1254 · SEC 801-67179

AUM

$991M

Regulatory assets under management

Employees

524

2,712 client accounts

Services offered by STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC →

Introduction

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Frequently Asked Questions

What services does James Matthew Gold offer?

James Matthew Gold specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are James Matthew Gold's credentials?

James Matthew Gold is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Matthew Gold located?

James Matthew Gold is based in PORTLAND, Oregon, last registered with STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC.

How does James Matthew Gold charge for services?

James Matthew Gold's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC?

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC has approximately 524 employees and manages $991M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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