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John Benjamin Gordon

Vaquero Private Wealth, Ltd.

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About John Benjamin Gordon

John Gordon is a financial advisor at Vaquero Private Wealth, Ltd. John has over 20 years of experience in the financial services industry. John is licensed to provide investment advisory services in Texas. John provides financial planning services, including portfolio management for individuals and businesses. John also provides pension consulting services and selection of other advisors. John is a Series 63 and Series 65 licensed advisor and holds his Series 7 and SIE licenses. John has a strong understanding of the financial markets and can help clients develop a financial plan that meets their individual needs.

Firm Information

John Gordon is currently registered with Vaquero Private Wealth, Ltd.. Vaquero Private Wealth, Ltd. is a registered investment advisor with the SEC based in Dallas, TX. The firm manages over $680 million in assets for a range of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. They offer financial planning, portfolio management, pension consulting, and selection of other advisors.
Vaquero Private Wealth, Ltd.

2021 MCKINNEY AVENUE

DALLAS, TX 75201

$680.33M

Assets Under Management

Not reported

Total Clients

6

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 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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percentage of assets

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

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John Gordon’s Registration & Firm History

TX

09/23/2019 - Present

Vaquero Private Wealth, Ltd. (DALLAS TX)

TX

08/18/1994 - 08/29/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)

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Licenses & Designations

IA

Issued 09/02/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/24/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/29/2017

SIE - Securities Industry Essentials Examination

BC

Issued 08/17/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for John Benjamin Gordon. Review regulatory record here.
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