Jeff Gordon

25004 Blue Ravine
Ste 117
Folsom, CA 95630
Edward Jones | Financial Advisor in Folsom ,CA

About Edward Jones

With over 18 years of experience, Jeff Gordon is committed to providing the highest quality and objective counsel, customized wealth management solutions, and unparalleled service to every client.

In today's complex environment, value is added to the financial decision-making process by utilizing experience and expertise along with the resources of Edward Jones to guide clients through the maze of issues facing them and their families.

Jeff strives for excellence in client relationships and promises to do the utmost to exceed expectations. Both Jeff and his firm believe that personal relationships are critical to helping clients achieve their goals and improve the overall quality of their lives.

Jeff is committed and vows to always act with the greatest of ethics, honesty and integrity for every client. He is dedicated to achieving success for our clients within their stated objectives and risk parameters, and strives for mutually rewarding, long-term relationships and to assist our clients and their families for decades.

18 Years of Experience



General Information
Firm Start Year:   1922
No.of Employees:   More than 5000
Insurance License#:   OE66181
Name of Broker/Dealer:   Edward Jones
Name of Custodial Firm:   Edward Jones
States Licensed in:   CA, AZ, NY, MD, MO
Number of Years with Current Firm:   1
Work Experience:   18 years in financial services industry with specific focus on retirement related investing.
I work with the following types of clients:   Individual Investors , Non-Profit Organizations , Businesses , Investment Clubs
Foreign Languages Serviced:   Spanish: I am NOT conversant but do have Spanish materials.


Services
Investment Types:   Mortgages & Real Estate , Exchange Traded Funds (ETFs) , Insurance , Annuities , Stocks , Bonds , Mutual Funds
I can meet clients in the following ways:   At your office , Via email , At my office , At your home , Via phone


Qualifications & Memberships
Insurance and Annuity Licenses:   Long Term Care , Health , Disability , Annuity , Variable Life , Variable Annuity , Life
Non-Financial Organization Memberships:   Volunteer Ambassador - Folsom Chamber of Commerce


Firm Information
Assets Managed by Advisor:   $25,000,000


Compliance
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $50,000
Compensation Methods:   Based on Assets , Commissions
Additional Details on Charges:   I look for the most suitable solution and charge accordingly based on client preferences. Charges may be either commission based or fee based.



FAQs

  • Do you have a customer satisfaction or refund policy? I have always maintained a policy of client satisfaction through education and communication.
  • What are your qualifications? What is your education background? Educated at the University of Kansas, I studied Economics and Policical Science. Further education at various times over the past 18 years (not including licensure classes).
  • What is your approach to financial planning? I look forward to educating my clientele, and offering solutions most suitable to their needs.
  • What services do you offer? I offer retirement planning, college planning, estate planning as well as transactional business such as mutual fund trades and stock/bond trades. I will also (complimentary) review clients' 401k options and offer recommendations.
  • How many clients do you currently manage? I currently manage over 150 households.
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Jeff Gordon

Jeff Gordon

Communities Served

I am happy to service clients in any state.

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 7:30 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Sat. 9:00 AM - 12:00 PM