Jeffrey
Gordon
Ifam Capital
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About this Advisor
Jeffrey Gordon is a financial advisor operating out of Sioux Falls, South Dakota, with a total of 8 years of relevant experience. Gordon is on the advisory team at Ifam Capital. Over the course of their career, they have held roles at Ubs Financial Services Inc, Ifm Capital Advisors, LLC and Ifam Capital. Gordon has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in South Dakota. Ifam Capital is an advisory business that has its headquarters in Fort Collins, CO. The company has offices in two locations and a total of 13 people on staff. It controls $2 billion in assets under management across its 2,586 accounts, making it one of the biggest firms in the United States by assets under management. The firm serves two charities and foundations. Of its 2,586 customer accounts, 20% belong to high-net-worth clients who have more than $1 million in investable assets. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial management fees typically are based on the type of financial services. However, fees billed by Ifam Capital may include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ifam Capital Brokerage Details
$1,468,654,612
13
2,586
$567,925
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Jeffrey Gordon Work History
Jeffrey has been registered as a financial advisor for 8 years.*
Ifam Capital
Ifam Capital
Ifm Capital Advisors, LLC
Ubs Financial Services Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeffrey Gordon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ifam Capital
Sioux Falls, SD
Fort Collins, CO
Fort Collins, CO
Sioux Falls, SD
Sioux Falls, SD
Sioux Falls, SD
Fort Collins, CO
Fort Collins, CO
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