Jason Gordo Email & Phone Number
Co-founder and President @ Modern Wealth Management
5 free lookup(s).
Jason Gordo Location
- Monterey, CA, US
Jason Gordo Work
- 2023 - now Co-founder and President @
- 2025 - now Advisory Board Member @
- 2021 - 2022 Managing Director - Head of Advisor Growth, PFMG Executive Leadership Team member @
- 2019 - 2020 Head of Strategic Growth Relationships, PFMG Executive Leadership Team member @
- 2018 - 2019 Head of Platform Growth, Member of the United Capital Executive Leadership Team @
- 2016 - 2018 Head of FinLife Partners, Member of the United Capital Executive Leadership Team @
- 2014 - 2015 Head of Office @
- 2012 - 2015 CEO, Co-Founder - (Acquired by United Capital) @ FlexScore
- 2008 - 2014 CEO, Co-Founder - (Acquired by United Capital) @
- 2001 - 2008 Financial Advisor - Left to build an independent RIA @
Jason Gordo Education
- Gonzaga University
Jason Gordo Skills
- Business Growth Strategies
- Execution of Business Plans
- Executive Leadership
- Business Strategy
- Organizational Leadership
- Wealth Management
- Strategic Financial Planning
- Investment Advisory
- Financial Advisory
- Financial Planners
- Marketing
- Sales Management
- Business Development
- Financial Planning
- Financial Services
- Mergers & Acquisitions
- Investment Management
- Strategic Planning
- Entrepreneurship
- Sales
- Marketing Strategy
- Small Business
- Strategy
- P&L Management
- Start-ups
- Product Management
- Business-to-Business (B2B)
- Business Management
- Consulting
- Change Management
- Sales Presentations
- Thought Leadership
- Management
- Leadership
- Customer Service
- Public Speaking
- Team Building
- Negotiation
- Cross-functional Team Leadership
- Business Relationship Management
- Executive Management
- Strategic Partnerships
- Team Leadership
- Experienced Speaker
- Trustee Investments
- Board of Directors
- CEOs
- Institutional Investments
- Spokesperson
- High Net Worth Individuals
- Estate Planning
- Retirement Planning
- Retirement
- 401k
- Series 7
- Investments
- Mutual Funds
- Series 63
- Asset Allocation
- Investment Strategies
- Fixed Annuities
- Asset Managment
- Securities
- IRAs
- Portfolio Management
- Insurance
- Life Insurance
- See 7+See Less
- Financial Analysis
- Project Management
- Strategic Financial
- Finance
- Mergers and Acquisitions
- Fundraising
Jason Gordo Summary
- Jason Gordo, based in Monterey, CA, US, is currently a Co-founder and President at Modern Wealth Management. Jason Gordo brings experience from previous roles at Capital Group, Goldman Sachs and United Capital Financial Advisors, LLC. Jason Gordo holds a Gonzaga University. With a robust skill set that includes Business Growth Strategies, Execution of Business Plans, Executive Leadership, Business Strategy, Organizational Leadership and more. Jason Gordo has 3 emails and 3 mobile phone numbers on RocketReach.
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Jason Gordo
Co-founder and President
Monterey, CA, US
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