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Jeffrey Andrew Gordon

Steigerwald, Gordon & Koch - Wealth Advisors

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About Jeffrey Andrew Gordon

Jeffrey Gordon is a financial advisor with Steigerwald, Gordon & Koch - Wealth Advisors. Jeffrey has been in the industry since 1997 and has a wide range of experience in financial planning, portfolio management, and investment advisory services. Jeffrey is a Chartered Financial Analyst and holds Series 7, 63, and 65 licenses. The firm works with individuals, high-net-worth individuals, and charitable organizations. They provide financial planning, portfolio management for individuals and businesses, and investment advisory services.

Firm Information

Jeffrey Gordon is currently registered with Steigerwald, Gordon & Koch - Wealth Advisors. Steigerwald, Gordon & Koch - Wealth Advisors is an independent, fee-only wealth management firm located in Leesburg, Virginia. With over $1 billion in assets under management, the firm provides comprehensive financial planning and portfolio management services for individuals, families, and charitable organizations. The team of experienced advisors specializes in helping clients achieve their financial goals through personalized strategies tailored to their unique needs and risk tolerance.
Steigerwald, Gordon & Koch - Wealth Advisors

893-A HARRISON STREET, S.E.

LEESBURG, VA 20175

$1.05B

Assets Under Management

Not reported

Total Clients

8

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Jeffrey Gordon’s Registration & Firm History

VA

02/05/2003 - Present

Steigerwald, Gordon & Koch - Wealth Advisors (LEESBURG VA)

NY

03/14/1997 - 12/17/2001

SALOMON SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/26/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/23/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/13/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Andrew Gordon.
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