# Jeffrey Gordon

> Jeffrey Gordon is a fee-only financial advisor at Steigerwald, Gordon & Koch - Wealth Advisors in Leesburg, Virginia, who holds the CFA credential. Steigerwald, Gordon & Koch - Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jeffrey-gordon-2790564/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Steigerwald, Gordon & Koch - Wealth Advisors
- **Based in:** Leesburg, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1.32B across 730 accounts
- **Credentials:** CFA
- **CRD:** 2790564 (https://adviserinfo.sec.gov/individual/summary/2790564)
- **SEC registration:** Investment adviser representative in TX, VA
- **Exams passed:** Series 63 (1997), Series 65 (2000)
- **Firm size:** 15 employees
- **Disclosures:** None reported
- **Website:** https://open.spotify.com/show/2jymkbyhlrpocprug1ck5x

## Frequently asked questions

### Is Jeffrey Gordon a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Steigerwald, Gordon & Koch - Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jeffrey charge for financial advice?

Jeffrey's firm, Steigerwald, Gordon & Koch - Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jeffrey Gordon based?

Jeffrey Gordon is based in Leesburg, Virginia.

### What credentials does Jeffrey Gordon hold?

Jeffrey Gordon holds the CFA credential.

### Is Jeffrey Gordon registered with the SEC?

Yes. Jeffrey Gordon is registered as an investment adviser representative in TX and VA (CRD 2790564), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Steigerwald, Gordon & Koch - Wealth Advisors manage?

Steigerwald, Gordon & Koch - Wealth Advisors reports $1.32B across 730 accounts in assets under management.

### How do I contact Jeffrey Gordon?

Through Jeffrey's website, open.spotify.com/show/2jymkbyhlrpocprug1ck5x.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2790564): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.