EG
CFP
EG
CFP

Edward Gordon

20 Years of Experience
Marietta, GA
Broker

Edward Gordon is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Marietta, GA, with 20 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

4994 Lower Roswell Road, Suite 17 1st Fl, Marietta, GA, 30068

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Edward is a shareholder in St. Louis Brewery since 2001 and treasurer/director for Investment Management, Inc. since 2008. He spends minimal time on these activities.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
December 2025 - Present · 5 mos
Wells Fargo Advisors
December 2025 - Present · 5 mos
Previous Registrations
Edward Jones
September 2005 - December 2025 · 20 yrs 3 mos
Edward JonesBroker
August 2005 - December 2025 · 20 yrs 4 mos
American Express Financial Advisors, INC.
May 2005 - July 2005 · 2 mos
American Express Financial Advisors INC.Broker
April 2005 - July 2005 · 3 mos
Ids Life Insurance CompanyBroker
April 2005 - July 2005 · 3 mos
State Registrations33 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.
Edward Gordon - Financial Advisor | TrueAdvisor