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Jeffrey L. Gordon

SLOCUM GORDON & CO LLP·NEWPORT, Rhode Island
Clean record33 years registeredSLOCUM GORDON & CO LLP
39 MILL STREET, NEWPORT, RI 02840CRD# 4346932Firm CRD# 104929

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey L. Gordon · NEWPORT, RI
Registration
CRD #4346932 · SLOCUM GORDON & CO LLP · 33 years registered
Brand Profile
Not yet started
01

Career History

SLOCUM, GORDON & CO. LLP
Oct 2005 – present
SLOCUM, GORDON & CO. LLP
Jan 1993 – Dec 2002
NEWPORT, RI
02

Registrations & Exams

Registration record
First registered · January 1, 1993
Years registered · 33
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SLOCUM GORDON & CO LLP
CRD 104929 · SEC 801-14301
AUM
$216M
Regulatory assets under management
Employees
6
282 client accounts
Services offered by SLOCUM GORDON & CO LLP
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Market timing services
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at SLOCUM GORDON & CO LLP →
Introduction

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05

Frequently Asked Questions

What services does Jeffrey L. Gordon offer?
Jeffrey L. Gordon specializes in Investment Management, Wealth Management. Contact their office in NEWPORT, Rhode Island for a consultation.
What are Jeffrey L. Gordon's credentials?
Jeffrey L. Gordon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey L. Gordon located?
Jeffrey L. Gordon is based in NEWPORT, Rhode Island, working with SLOCUM GORDON & CO LLP. Their office serves clients in the NEWPORT metropolitan area and surrounding communities.
How does Jeffrey L. Gordon charge for services?
Jeffrey L. Gordon's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SLOCUM GORDON & CO LLP?
SLOCUM GORDON & CO LLP has approximately 6 employees and manages $216M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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