Gordon Jones, financial advisor Sarasota FL
96 score

Gordon Jones

CRD Number: 1071790
Current Firm: Day Hagan Asset Management

Gordon Jones (CRD# 1071790) is an Investment Advisor Representative working at Day Hagan Asset Management in Sarasota, FL and has over 33 years of experience in the finance industry. Gordon Jones has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Day Hagan Asset Management Sarasota, FL Jan 2010 - Current 6
Jones Advisory Group, LLC Sarasota, FL Dec 2004 - Jan 2010 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1982
S65 NASAA Investment Advisors Law Examination Sep 1994
Contact Info for Gordon E. Jones
Phone Number: 941-330-1702
Firm Website: http://www.dhfunds.com
Registered State(s):
  • FL
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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