DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jeffrey Scott Gordon
Feed of 09/14/2026
Also filed as Jeffery Scott Gordon
At current firm
8 y
since Apr 3, 2018
In the industry
34 y
since Dec 6, 1991 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Wells Fargo Advisors wirehouse currentsince Apr 3, 2018 · Sacramento, Ca
- J.P. Morgan Securities LLC wirehouseOct 1, 2012 to Apr 11, 2018 · Rocklin, Ca
- Chase Investment Services Corp. formerAug 23, 2012 to Oct 1, 2012 · Roseville, Ca
- Wells Fargo Advisors wirehouseMar 8, 2011 to Aug 10, 2012 · Roseville, Ca
- Edward Jones national BDJun 8, 2009 to Mar 8, 2011 · Folsom, Ca
Moves
a registration end followed by a registration begin elsewhere
- J.P. Morgan Securities LLC to Wells Fargo Advisorsleft Apr 11, 2018, registered Apr 3, 2018 (-8 days) · Wirehouse to wirehouse · moved with a team
- Chase Investment Services Corp. to J.P. Morgan Securities LLCleft Oct 1, 2012, registered Oct 1, 2012 (0 days) · corporate re-registration, not a move
- Wells Fargo Advisors to Chase Investment Services Corp.left Aug 10, 2012, registered Aug 23, 2012 (13 days) · Other
- Edward Jones to Wells Fargo Advisorsleft Mar 8, 2011, registered Mar 8, 2011 (0 days) · Affiliated broker-dealer or bank to wirehouse
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wirehousederived
- Years in industry
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address