Jeffrey Gordon, financial advisor Newport RI

Jeffrey Gordon

CRD Number: 4346932
Current Firm: Slocum, Gordon & Company LLP

Jeffrey Gordon (CRD# 4346932) is an Investment Advisor Representative working at Slocum, Gordon & Company LLP in Newport, RI and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Slocum, Gordon & Company, LLP Newport, RI Nov 1978 - Current 45

Jeffrey Gordon has no recent exams reported.
Contact Info for Jeffrey L. Gordon
Phone Number: 401-849-4900
Registered State(s):
  • RI
  • TX
By the Numbers
  • Total Assets Under Management
    216
    MILLIONS
  • Total Number of Accounts
    282
    ACCOUNTS
  • Average Account Value
    $765,364
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

CT, RI, TX

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