RG
RG

Rebecca Gordon

28 Years of Experience
Jackson, TN
Broker

Rebecca Gordon is a registered investment advisor at Raymond James & Associates, INC., based in Jackson, TN, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

1381 Union University Dr, Jackson, TN, 38305

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Rebecca owns farmland since 2017 and is on the finance committee for a class reunion since 2020, spending minimal time on each. She also leases land to a local farmer, spending minimal time on that as well.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
April 2022 - Present · 4 yrs
Raymond James & Associates, INC.
April 2022 - Present · 4 yrs
Previous Registrations
Morgan Stanley
May 2013 - May 2022 · 9 yrs
Morgan StanleyBroker
May 2013 - May 2022 · 9 yrs
Stifel, Nicolaus & Company, IncorporatedBroker
October 2009 - May 2013 · 3 yrs 7 mos
Stifel, Nicolaus & Company, Incorporated
October 2009 - May 2013 · 3 yrs 7 mos
UBS Financial Services INC.
January 2004 - October 2009 · 5 yrs 9 mos
UBS Financial Services INC.Broker
August 2000 - October 2009 · 9 yrs 2 mos
J.C. Bradford & CO.Broker
August 1997 - August 2000 · 3 yrs
State Registrations13 states
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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.