Jason Gordon is a CFP, PFS-designated registered investment advisor, based in Wall, NJ, with 14 years of industry experience.
Location
1540 Highway 138, Suite 106, Wall, NJ, 07719
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason is involved in several outside business activities. He works for Jack Oujo CPA, Inc. providing tax preparation and accounting services, has the ability to sell various types of annuities through Avantax Insurance Agency, LLC, is a partner in SGOCO LLC (a business continuation agreement), and operates under the DBA Oujo Wealth Strategies.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations20 states
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