Jeffrey Andrew Gordon
Investment adviser representative at Steigerwald, Gordon & Koch - Wealth Advisors
24 yearsExperience
2 statesRegistered in
CFADesignation
$1.3BFirm assets
Are you Jeffrey Andrew Gordon? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
24 years in the industry.
- Steigerwald, Gordon & Koch - Wealth AdvisorsNov 2002 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Steigerwald, Gordon & Koch - Wealth Advisors
Legal name: Steigerwald, Gordon & Koch Inc.
$1.3BAssets managed
709Clients
9Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2790564
- Firm CRD
- 111685