Jeffrey L. Gordon
Investment adviser representative at Slocum, Gordon & Co. LLP
48 yearsExperience
2 statesRegistered in
$219.2MFirm assets
47 yearsFirm in business
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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
48 years in the industry.
- Slocum, Gordon & Co., LLPNov 1978 to now
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (RI, TX).
Slocum, Gordon & Co. LLP
Legal name: Slocum Gordon & Co LLP
$219.2MAssets managed
131Clients
2Advisers
47 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
- 4346932
- Firm CRD
- 104929