JG
Jason K. Gordon
CETERA INVESTMENT ADVISERS LLC
WALL, NJ 07719
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CRD#: 6007607
JG
Professional summary
Jason Karl Gordon, CFP®, who also goes by Jason Gordon, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Wall, New Jersey and CETERA WEALTH SERVICES, LLC located in Wall, New Jersey.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Jason has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jason 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.
1) Jack Oujo CPA, Inc.~1540 Highway 138, Suite 106~Wall~NJ~07719~Tax Preparation/Accounting~Other~6/1/2006~100hrs~100hrs~Mailing, review accounts, and other accounting duties. 2) SGOCO LLC POSITION: Partner NATURE: This partnership was formed as part of a business continuation agreement with Jack Oujo. As part of the business continuation, SGO LLC would become the owner of the client list in the event that Jack Oujo were ready to sell or passed away. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/05/2020 ADDRESS: 1540 Highway 138, Suite 106, Wall NJ 7719, United States DESCRIPTION: At this time, there are no duties or responsibilities. 3) Oujo Wealth Strategies; DBA; DBA; IR; 0; 09/22/2020; 1540 Highway 138, Suite 106 Wall NJ 07719; Oujo Wealth Strategies
CRS (Client Relationship Summary) - RIA
Click below to view Jason Karl 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®
Experience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 1540 Highway 138 Suite 106, Wall, NJ 07719RIA
CRD#: 105644
WALL, NJ
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 1540 Highway 138 Suite 106, Wall, NJ 07719BD
CRD#: 13572
WALL, NJ
Past
October 29, 2019 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Wall, NJ
Past
March 19, 2012 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
WALL, NJ
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.RR
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
RR
Alaska(10/24/2025)
RR
California(10/24/2025)
RR
Connecticut(10/24/2025)
RR
Delaware(10/24/2025)
RR
Florida(10/24/2025)
RR
Georgia(10/24/2025)
RR
Kentucky(10/24/2025)
RR
Maryland(10/24/2025)
RR
Massachusetts(10/24/2025)
RR
Mississippi(10/24/2025)
RR
New Jersey(9/5/2025)
IAR
New Jersey(9/5/2025)
RR
New York(9/5/2025)
RR
North Carolina(10/24/2025)
RR
Ohio(10/24/2025)
RR
Pennsylvania(10/24/2025)
RR
South Carolina(10/24/2025)
RR
Texas(10/24/2025)
IAR
Texas(10/24/2025)
RR
Virginia(10/24/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Wall, NJ 07719TRUST BUT VERIFY
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