Jason Micheal Gordo's Location
Monterey, CA, US
Jason Micheal Gordo's Work
- Co-founder and President @ Modern Wealth Management
- Managing Director - Head of Advisor Growth, PFMG Executive Leadership Team member @ Goldman Sachs Personal Financial Management
- Head of Strategic Growth Relationships, PFMG Executive Leadership Team member @ Goldman Sachs Personal Financial Management
- Head of Platform Growth, Member of the United Capital Executive Leadership Team @ United Capital Financial Advisers, LLC
- Head of FinLife Partners, Member of the United Capital Executive Leadership Team @ United Capital Financial Advisers, LLC
- Head of Office @ United Capital Financial Advisers, LLC
- CEO, Co-Founder - (Acquired by United Capital) @ FlexScore
- CEO, Co-Founder - (Acquired by United Capital) @ Valley Wealth, Inc.
- Financial Advisor - Left to build an independent RIA @ Morgan Stanley
Jason Micheal Gordo's Education
- Gonzaga University
Jason Micheal Gordo's Skills
- Estate Planning
- Retirement Planning
- Retirement
- 401k
- Wealth Management
- Series 7
- Investments
- Mutual Funds
- Strategic Financial Planning
- Investment Advisory
Jason Micheal Gordo's Summary
Jason Micheal Gordo, based in Monterey, CA, US, is currently a Co-founder and President at Modern Wealth Management, bringing experience from previous roles at Goldman Sachs Personal Financial Management and United Capital Financial Advisers, LLC. Jason Micheal Gordo holds a Gonzaga University. With a robust skill set that includes Estate Planning, Retirement Planning, Retirement, 401k, Wealth Management and more, Jason Micheal Gordo contributes valuable insights to the industry. Jason Micheal Gordo has 1 email and 1 mobile phone number on RocketReach.
5 free lookups per month.
Not the Jason Micheal Gordo you were looking for?
Find contact details for 700 million professionals.
People Like Jason Micheal Gordo
-
21
-
View
Kelly Huston
Senior Policy Advisor at California Labor & Workforce Development Agency
West Sacramento, CA, US33 -
21
-
24
-
24
-
21
-
ViewDeepak Agrawal
Senior Vice President at Franklin Templeton
San Mateo, California, United States22 -
ViewRick Anderson
Executive Vice President at Sandia Laboratory Federal Credit Union
Albuquerque, NM, US22 -
33
-
View
Andreas von der Gathen
Chief Executive Officer at Simon-Kucher & Partners
North Rhine-Westphalia, Germany1 -
55+
-
55+
-
35+
Top Modern Wealth Management Employees
-
15
-
11
-
41
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups / month.
Search
Search over 700
million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers
(business & personal).
G2Crowd Trusted
300K+
Plugin Users
