JG
JG

Janet Gordon

43 Years of Experience
Coral Gables, FL
3 DisclosuresBroker

Janet Gordon is a registered investment advisor at Raymond James & Associates, INC., based in Coral Gables, FL, with 43 years of industry experience. Janet is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5819 advisors
Number of Clients
531,617 clients
Average Client Portfolio
$942K average
Assets Under Management
$501.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2333 Ponce De Leon Blvd., Suite 500, Coral Gables, FL, 33134

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2025
Pending
Customer Dispute
February 2004
Denied
Regulatory
September 1993
Final
Employment History
Current Registrations
Raymond James & Associates, INC.
October 2023 - Present · 3 yrs
Raymond James & Associates, INC.
October 2023 - Present · 3 yrs
Raymond James & Associates, INC.Broker
October 2023 - Present · 3 yrs
Previous Registrations
Morgan StanleyBroker
June 2009 - October 2023 · 14 yrs 4 mos
Morgan Stanley
June 2009 - October 2023 · 14 yrs 4 mos
Citigroup Global Markets INC.
April 1991 - June 2009 · 18 yrs 2 mos
Citigroup Global Markets INC.Broker
May 1989 - June 2009 · 20 yrs 1 mo
Drexel Burnham Lambert IncorporatedBroker
May 1983 - May 1989 · 6 yrs
State Registrations29 states
AZCACOFLGAILLAMAMDMEMINCNHNJNMNYOHOKORPASCSDTNTXUTVAVTWAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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