Jeffrey Gordon
Slocum, Gordon & · Newport, Rhode Island
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.
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Facts
| Firm | Slocum, Gordon & |
|---|---|
| Based in | Newport, Rhode Island |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $219.2M across 253 accounts |
| SEC registration | Investment adviser representative in RI, TX · CRD 4346932 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.slocumgordon.com |
How Jeffrey's firm compares
- Slocum, Gordon &'s average account is about $866,000, from its Form ADV (assets managed divided by 253 accounts).
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Questions about Jeffrey
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Newport
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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