Jeffrey Gordon
Jeffrey Gordon is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Conshohocken, PA, with 38 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
Millennium One, 20 Ash Street, Conshohocken, PA, 19428
Get directionsHistory
Regulatory History (12)
Customer Dispute
April 2014Customer Dispute
May 2009Customer Dispute
February 2009Customer Dispute
February 2009Customer Dispute
September 2008Customer Dispute
February 2005Customer Dispute
October 2003Customer Dispute
July 2003Customer Dispute
August 2001Customer Dispute
May 2001Customer Dispute
May 2001Customer Dispute
July 1999Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
1914 Advisors
Boenning & Scattergood, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Lehman Brothers INC.Broker
Prudential-Bache Securities INC.Broker
Prudential-Bache Securities INC.Broker
State Registrations13 states
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.