GJ
GJ
Gordon Jaenson
39 Years of Experience
Lynnwood, WA
1 DisclosureBrokerSells Insurance
Gordon Jaenson is a registered investment advisor at Cetera Investment Advisers LLC, based in Lynnwood, WA, with 39 years of industry experience. Gordon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
16521 13th Ave W #203, Lynnwood, WA, 98037
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2015Settled
Other Business ActivitiesSells Insurance
Gordon operates Universal Financial Services Inc. for fixed insurance and securities business, and also works as an insurance agent selling life, health, disability, annuities, and long-term care products. This takes a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
February 2012 - Present · 14 yrs 3 mos
Previous Registrations
Cetera Advisors LLC
February 2012 - March 2024 · 12 yrs 1 mo
Pacific West Financial Consultants INC
February 2002 - February 2012 · 10 yrs
Pacific West Securities, INC.Broker
February 2002 - February 2012 · 10 yrs
Pruco Securities CorporationBroker
July 1986 - February 2002 · 15 yrs 7 mos
State Registrations6 states
AZCAMDMTORWA
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.