Unclaimed Profile

Jason Gordo

MODERN WEALTH MANAGEMENT, LLC·LENEXA, Kansas

Series 7, Series 63, Series 65Clean record24 years registeredMODERN 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 · 24 years registered

Brand Profile

Not yet started

Career History

MODERN WEALTH MANAGEMENT, LLC

Apr 2023 – present

GOLDMAN SACHS PERSONAL FINANCIAL MANAGEMENT

Aug 2014 – Dec 2022

MODESTO, CA

VALLEY WEALTH, INC.

Mar 2008 – Dec 2014

MODESTO, CA

CITIGROUP GLOBAL MARKETS INC.

Oct 2001 – Mar 2008

MODESTO, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · October 30, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MODERN WEALTH MANAGEMENT, LLC

CRD 324624 · SEC 801-127231

AUM

$2.1B

Regulatory assets under management

Employees

13,592 client accounts

Services offered by MODERN WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MODERN WEALTH MANAGEMENT, LLC →

Introduction

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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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