Jeffrey A. Gordon

STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS

LEESBURG, VA 20175

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CRD#: 2790564

Professional summary

Jeffrey Andrew Gordon is a registered financial advisor currently at STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS located in Leesburg, Virginia.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Jeffrey has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

SGK REAL ESTATE INVESTMENTS, LLC 891-A HARRISON STREET, S.E. LEESBURG, VA 20175 THE PURPOSE OF THE COMPANY WAS TO PURCHASE THE BUILDING STEIGERWALD, GORDON & KOCH INC. OFFICES ARE LOCATED. SGK REAL ESTATE INVESTMENTS, LLC WAS FORMED FEBRUARY 17, 2015 BY JOHN STEIGERWALD, JEFFREY GORDON & DARREN KOCH. ALL ARE PARTNERS AND SPEND 1 HOUR AS MANAGEMENT.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

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

February 5, 2003 - Present

STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS

Office #1: 891-a Harrison Street, S.e., Leesburg, VA 20175

RIA

CRD#: 111685

LEESBURG, VA

Past

March 14, 1997 - December 17, 2001

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS

RIGGS STEIGERWALD INC. | STEIGERWALD, GORDON & KOCH INC. | STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS | STEIGERWALD, GORDON & KOCH WEALTH ADVISORS | SGK WEALTH ADVISORS

CRD#: 111685 / SEC#: 801-55694

RIA

Registered Investment Advisory firm - (7/7/1998 Approved)

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.

Highlighted states indicate IAR registrations

IAR

Texas
(1/14/2010)

IAR

Virginia
(2/5/2003)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/26/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/23/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/13/1997

General Securities Representative Examination

Current Firm

STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS

RIGGS STEIGERWALD INC. | STEIGERWALD, GORDON & KOCH INC. | STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS | STEIGERWALD, GORDON & KOCH WEALTH ADVISORS | SGK WEALTH ADVISORS

CRD#: 111685 / SEC#: 801-55694

RIA

Registered Investment Advisory firm - (7/7/1998 Approved)

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Contact information

Main Address

893-a Harrison Street, S.e., Leesburg, VA 20175

Mailing Address

Phone number

(703) 777-8826

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (7/3/2025)

Regulatory assets under management

Total Number of Accounts	2,290
AUM (Assets Under Management)	$ 1,214,846,098

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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Jeffrey A. Gordon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 6/26/2000

Series 63

Date: 6/23/1997

Series 7

Date: 3/13/1997

Current Firm

STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS

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