IG
IG

Ivan Gordon

21 Years of Experience
Jacksonville, FL
1 DisclosureBroker

Ivan Gordon is a registered investment advisor at Raymond James & Associates, INC., based in Jacksonville, FL, with 21 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

245 Riverside Avenue, Suite 500, Jacksonville, FL, 32202

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History

Regulatory History (1)
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Customer Dispute
March 2013
Settled
Other Business Activities

Ivan is a board member and treasurer for the First Coast YMCA Metro Board, starting in April 2025, and a finance/investment committee member for YMCA of Florida's First Coast since 2020. He dedicates a few hours per week to each of these non-profit activities.

Employment History
Current Registrations
Raymond James & Associates, INC.
April 2009 - Present · 17 yrs 1 mo
Raymond James & Associates, INC.Broker
April 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
July 2004 - May 2009 · 4 yrs 10 mos
Citigroup Global Markets INC.Broker
June 2004 - May 2009 · 4 yrs 11 mos
State Registrations33 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.