Dana Gordon

JOSEPH WEALTH MANAGEMENT

Marietta, GA

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CRD#: 2353694

Professional summary

Dana Gordon, who also goes by Dana Lynton Gordon, is a registered financial advisor currently at JOSEPH WEALTH MANAGEMENT, LLC located in Marietta, Georgia and JOSEPH EDEN CAPITAL, LLC located in Forest Park, Illinois.

Dana is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Dana has worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 24, Series 4 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dana Lynton Gordon

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dana Gordon's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 8, 2026 - Present

JOSEPH WEALTH MANAGEMENT, LLC

RIA

CRD#: 309996

Marietta, GA

Current

March 13, 2026 - Present

JOSEPH EDEN CAPITAL, LLC

Office #1: 7600 W. Roosevelt Rd., Forest Park, IL 60130

CRD#: 310317

Forest Park, IL

Past

December 6, 2017 - July 22, 2025

EAGLE STRATEGIES LLC

RIA

CRD#: 110826

ALPHARETTA, GA

Past

November 17, 2016 - July 22, 2025

NYLIFE SECURITIES LLC

CRD#: 5167

Alpharetta, GA

Past

June 3, 2016 - October 4, 2016

THE O.N. EQUITY SALES COMPANY

CRD#: 2936

Atlanta, GA

Past

September 22, 2010 - May 26, 2016

EAGLE STRATEGIES LLC

RIA

CRD#: 110826

ATLANTA, GA

Past

September 9, 2008 - May 26, 2016

NYLIFE SECURITIES LLC

CRD#: 5167

ATLANTA, GA

Past

February 24, 2005 - January 10, 2007

TRUIST SECURITIES, INC.

RIA

CRD#: 6271

ATLANTA, GA

Past

February 24, 2005 - January 10, 2007

TRUIST SECURITIES, INC.

CRD#: 6271

ATLANTA, GA

Past

May 8, 2003 - July 30, 2008

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

ATLANTA, GA

Past

August 14, 2002 - July 30, 2008

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

ATLANTA, GA

Past

December 21, 2000 - March 5, 2002

WACHOVIA SECURITIES, INC.

CRD#: 431

CHARLOTTE, NC

Past

July 8, 1999 - December 5, 2000

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

ATLANTA, GA

Past

October 27, 1998 - June 18, 1999

IFG NETWORK SECURITIES, INC.

CRD#: 19948

ATLANTA, GA

Past

October 11, 1995 - October 26, 1998

TD AMERITRADE, INC.

CRD#: 7870

OMAHA, NE

Past

May 13, 1994 - January 19, 1995

LADENBURG CAPITAL MANAGEMENT INC.

CRD#: 14623

BETHPAGE, NY

Past

March 15, 1994 - June 10, 1994

JOSEPHTHAL & CO., INC.

CRD#: 3227

NEW YORK, NY

Past

July 23, 1993 - March 16, 1994

SOUTH RICHMOND SECURITIES, INC.

CRD#: 14913

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Georgia
(3/13/2026)

IAR

Georgia
(4/8/2026)

Illinois
(3/13/2026)

IAR

Illinois
(4/8/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/20/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/16/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/22/1993

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/14/2021

General Securities Principal Examination

Principal/Supervisory Exam

Series 4

Date: 5/10/2003

Registered Options Principal Examination

Principal/Supervisory Exam

Series 8

Date: 8/11/1998

General Securities Sales Supervisor Examination (Options Module & General Module)

SRO Registrations

FINRA

Current Firm

JOSEPH WEALTH MANAGEMENT, LLC

CRD#: 309996 / SEC#:

Florida

Registered Investment Advisory firm - (12/13/2022 Approved)

Illinois

Registered Investment Advisory firm - (7/16/2020 Approved)

South Carolina

Registered Investment Advisory firm - (9/16/2022 Approved)

Texas

Registered Investment Advisory firm - (11/22/2022 Approved)

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Contact information

Main Address

7600 West Roosevelt Rd. Suite 10, Forest Park, IL 60130

Mailing Address

Phone number

(800) 807-2881

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	134
AUM (Assets Under Management)	$ 17,612,218

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Dana Gordon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dana Gordon's CRS (Customer Relationship Summary).

Certified licenses

Experience

JOSEPH WEALTH MANAGEMENT, LLC

JOSEPH EDEN CAPITAL, LLC

EAGLE STRATEGIES LLC

NYLIFE SECURITIES LLC

THE O.N. EQUITY SALES COMPANY

EAGLE STRATEGIES LLC

NYLIFE SECURITIES LLC

TRUIST SECURITIES, INC.

TRUIST SECURITIES, INC.

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

WACHOVIA SECURITIES, INC.

TRUIST INVESTMENT SERVICES, INC.

IFG NETWORK SECURITIES, INC.

TD AMERITRADE, INC.

LADENBURG CAPITAL MANAGEMENT INC.

JOSEPHTHAL & CO., INC.

SOUTH RICHMOND SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/20/1999

Series 63

Date: 8/16/1993

SIE

Date: 10/1/2018

Series 7

Date: 7/22/1993

Series 24

Date: 3/14/2021

Series 4

Date: 5/10/2003

Series 8

Date: 8/11/1998

FINRA

Current Firm

JOSEPH WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

JOSEPH WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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