Unclaimed Profile

Jeffrey John Gordon

INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC·FORT COLLINS, Colorado

Series 7, Series 66Clean record19 years registeredINSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC

2133 S TIMBERLINE ROAD, FORT COLLINS, CO 80525CRD# 5317526Firm CRD# 175084

Profile Verification

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

Identity

Jeffrey John Gordon · FORT COLLINS, CO

Registration

CRD #5317526 · INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC · 19 years registered

Brand Profile

Not yet started

Career History

FOCUS PARTNERS WEALTH, LLC

Jan 2026 – present

NORTHCOAST ASSET MANAGEMENT LLC

Jan 2025 – Mar 2026

Sioux Falls, SD

KOVITZ INVESTMENT GROUP PARTNERS, LLC

Jul 2024 – Dec 2024

Sioux Falls, SD

IFAM CAPITAL

Apr 2015 – Jul 2024

SIOUX FALLS, SD

IFM CAPITAL ADVISORS, LLC

Jan 2014 – Mar 2015

SIOUX FALLS, SD

UBS FINANCIAL SERVICES INC.

Nov 2008 – Jan 2014

SIOUX FALLS, SD

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jul 2007 – Nov 2008

SIOUX FALLS, SD

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · July 20, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC

CRD 175084 · SEC 801-81076

AUM

$1.7B

Regulatory assets under management

Employees

821 client accounts

Services offered by INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey John Gordon offer?

Jeffrey John Gordon specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT COLLINS, Colorado for a consultation.

What are Jeffrey John Gordon's credentials?

Jeffrey John Gordon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey John Gordon located?

Jeffrey John Gordon is based in FORT COLLINS, Colorado, working with INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC. Their office serves clients in the FORT COLLINS metropolitan area and surrounding communities.

How does Jeffrey John Gordon charge for services?

Jeffrey John Gordon's firm is compensated through percentage of aum, subscription fees, other: revenue sharing with frs, and on credit and cash mgmt solutions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC?

INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC has approximately 13 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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