Jerold Tweddell
Tweddell Goldberg Investment Management · Sonora, California
Jerold Tweddell is a fee-only financial advisor at Tweddell Goldberg Investment Management in Sonora, California. Tweddell Goldberg Investment Management reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Jerold →
Facts
| Firm | Tweddell Goldberg Investment Management |
|---|---|
| Based in | Sonora, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $96.9M across 114 accounts |
| SEC registration | Investment adviser representative in CA, MD · CRD 451010 |
| Exams passed | Series 63 (1983) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.tginvesting.com |
How Jerold's firm compares
- Tweddell Goldberg Investment Management's average account is about $850,000, from its Form ADV (assets managed divided by 114 accounts).
Request an introduction to Jerold
Tell Jerold a little about what you're looking for. Jerold isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jerold
Is Jerold Tweddell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jerold holds no broker registration, and Tweddell Goldberg Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jerold charge for financial advice?
Jerold's firm, Tweddell Goldberg Investment Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jerold Tweddell based?
Jerold Tweddell is based in Sonora, California.
Is Jerold Tweddell registered with the SEC?
Yes. Jerold Tweddell is registered as an investment adviser representative in CA and MD (CRD 451010), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tweddell Goldberg Investment Management manage?
Tweddell Goldberg Investment Management reports $96.9M across 114 accounts in assets under management.
How do I contact Jerold Tweddell?
Through Jerold's website, www.tginvesting.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in California
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.