# Jeffrey Gordon

> Jeffrey Gordon is a fee-only financial advisor at Slocum, Gordon & in Newport, Rhode Island. Slocum, Gordon & reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Slocum, Gordon &
- **Based in:** Newport, Rhode Island
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $219.2M across 253 accounts
- **CRD:** 4346932 (https://adviserinfo.sec.gov/individual/summary/4346932)
- **SEC registration:** Investment adviser representative in RI, TX
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.slocumgordon.com

## 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 Slocum, Gordon & 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, Slocum, Gordon &, 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 Newport, Rhode Island.

### Is Jeffrey Gordon registered with the SEC?

Yes. Jeffrey Gordon is registered as an investment adviser representative in RI and TX (CRD 4346932), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Slocum, Gordon & manage?

Slocum, Gordon & reports $219.2M across 253 accounts in assets under management.

### How do I contact Jeffrey Gordon?

Through Jeffrey's website, www.slocumgordon.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4346932): 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.