Helen GordonCRD Number: 1026211
Current Firm: Edward Jones
Helen Gordon (CRD# 1026211) is an Investment Advisor Representative working at Edward Jones in Atlanta, GA and has over 29 years of experience in the finance industry.
Terra Firma Financial LLC
Meridian Investment Partners
Rollins Financial Inc.
|Edward Jones||Atlanta, GA||Sep 2010 - Current||7|
|Ubs Financial Services Inc.||Atlanta, GA||Feb 2010 - Jul 2010||< 1|
|Unemployed||Atlanta, GA||Feb 2009 - Jan 2010||< 1|
|Dominick & Dominick LLC||Atlanta, GA||Oct 2007 - Jan 2009||1|
|Rafferty Capital Markets||Atlanta, GA||Sep 2006 - Oct 2007||1|
|Unemployed||Atlanta, GA||Apr 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1988|
|S66||NASAA Uniform Combined State Law Examination||Jan 2013|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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