JG
Jason M. Gordo
MODERN WEALTH MANAGEMENT
Lenexa, KS 66227
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CRD#: 4350600
JG
Professional summary
Jason Michael Gordo, who also goes by Jason Gordo, is a registered financial advisor currently at MODERN WEALTH MANAGEMENT, LLC located in Lenexa, Kansas.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Jason has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jason Gordo
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.
1. Owner of Gel Properties LLC, a real estate holding company. Activity will take place from Monterey, CA. Organization is not primarily engaged in investment-related activity. Start date was October 17, 2011. Four hours per month. Duties include the general management of the company. 2. Owner of Gel Capital Group, a real estate holding company. Activity will take place from Monterey, CA. Organization is not primarily engaged in investment-related activity. Start date was July 1, 2019. Six hours per month. Duties include the general management of the company. 3. Owner of Watsonville Apartment, LLC, a real estate holding company. Activity will take place from Monterey, CA. Organization is not primarily engaged in investment-related activity. Start date was September 15, 2019. Six hours per month. Duties include the general management of the company. 4. Owner of a residential real estate property located in Monterey, CA. Organization is not primarily engaged in investment-related activity. Start date was March 1, 2022. One hour per month. Duties include the general management of the property.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Michael Gordo'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®
NoneExperience
Current
April 18, 2023 - Present
MODERN WEALTH MANAGEMENT, LLC
Office #1: 13550 W 95th St., Lenexa, KS 66227RIA
CRD#: 324624
Lenexa, KS
Past
August 29, 2014 - December 16, 2022
UNITED CAPITAL FINANCIAL ADVISORS
RIA
CRD#: 134600
MODESTO, CA
Past
March 7, 2008 - December 31, 2014
VALLEY WEALTH, INC.
RIA
CRD#: 146324
MODESTO, CA
Past
October 30, 2001 - March 25, 2008
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
MODESTO, CA
Past
July 20, 2001 - March 25, 2008
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
MODESTO, CA
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".
MW
MODERN WEALTH MANAGEMENT, LLC
MODERN WEALTH MANAGEMENT, LLC | PUBLIC SAFETY FINANCIAL | PETSO FINANCIAL, A DIVISION OF MODERN WEALTH MANAGEMENT, LLC
CRD#: 324624 / SEC#: 801-127231
RIA
Registered Investment Advisory firm - (5/2/2023 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
California(4/18/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
MW
MODERN WEALTH MANAGEMENT, LLC
MODERN WEALTH MANAGEMENT, LLC | PUBLIC SAFETY FINANCIAL | PETSO FINANCIAL, A DIVISION OF MODERN WEALTH MANAGEMENT, LLC
CRD#: 324624 / SEC#: 801-127231
RIA
Registered Investment Advisory firm - (5/2/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
13550 W 95th St., Lenexa, KS 66227
Mailing Address
Phone number
(913) 393-1000
Established
Firm type
Fiscal year end
# of Employees
150
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 18,823 |
| AUM (Assets Under Management) | $ 6,148,915,787 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
