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Jason Michael Gordo

Modern Wealth Management, LLC

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About Jason Michael Gordo

Jason Michael Gordo is an investment advisor representative registered with Modern Wealth Management, LLC. Jason is registered with the state of California. Jason has been in the industry since July 2001. Jason has passed the Series 7, Series 63, and Series 65 exams. Jason has experience working with high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. Jason also has experience in real estate management. Jason is licensed to provide financial planning, selection of other advisors, and portfolio management for individuals.

Firm Information

Jason Gordo is currently registered with Modern Wealth Management, LLC. Modern Wealth Management, LLC is an investment advisor headquartered in Lenexa, KS. They provide financial planning and portfolio management services to individuals and families, including high-net-worth individuals, as well as retirement plans and charitable organizations. The firm manages over $2 billion in assets and employs 17 licensed agents, 36 investment advisor representatives, and 13 registered representatives.
Modern Wealth Management, LLC

13550 W 95TH ST.

LENEXA, KS 66227

$2.07B

Assets Under Management

1

Total Clients

42

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jason Gordo’s Registration & Firm History

KS

04/18/2023 - Present

Modern Wealth Management, LLC (LENEXA KS)

CA

07/20/2001 - 03/25/2008

CITIGROUP GLOBAL MARKETS INC. (MODESTO CA)

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Licenses & Designations

IA

Issued 08/22/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/01/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/19/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Michael Gordo.
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