Unclaimed Profile

Jason Gordo

MODERN WEALTH MANAGEMENT, LLC·LENEXA, Kansas

Clean recordMODERN WEALTH MANAGEMENT, LLC

13550 W 95TH ST., LENEXA, KS 66227CRD# 4350600Firm CRD# 324624

Profile Verification

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

Identity

Jason Gordo · LENEXA, KS

Registration

CRD #4350600 · MODERN WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jason Gordo is a registered financial advisor based in LENEXA, Kansas, affiliated with MODERN WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

MODERN WEALTH MANAGEMENT, LLC

AUM

$2.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at MODERN WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4350600

Firm CRD# 324624

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jason Gordo offer?

Jason Gordo specializes in Financial Planning, Investment Management. Contact their office in LENEXA, Kansas for a consultation.

What are Jason Gordo's credentials?

Jason Gordo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason Gordo located?

Jason Gordo is based in LENEXA, Kansas, working with MODERN WEALTH MANAGEMENT, LLC. Their office serves clients in the LENEXA metropolitan area and surrounding communities.

How does Jason Gordo charge for services?

Jason Gordo's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MODERN WEALTH MANAGEMENT, LLC?

MODERN WEALTH MANAGEMENT, LLC has approximately 92 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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