Jake Gordon has been an investment adviser representative at Bespoke Investment Group since May 2021, and is not listed among the firm’s executive officers or direct owners.
Bespoke Investment Group, LLC is a Harrison, NY firm with $101M under management, 59 clients and 5 advisers in one office, as of its March 2026 filing.
- – present · 5 yearsHarrison, NY · Adviser representative · Firm CRD 144080
Investment adviser representative registrations
Jake Gordon is registered as an investment adviser representative in 2 states. Each was approved in May 2021.
- New YorkSince 26 May 2021
- TexasSince 26 May 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 October 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jake Louis Gordon
- CRD
- 7338467
- Firm
- Bespoke Investment Group · CRD 144080
- Office
- 105 CALVERT ST., SUITE 100, Harrison, NY 10528
- Registration
- Investment adviser registration
- In the industry since
- May 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Jake Gordon work?
Jake Gordon is an investment adviser representative registered through Bespoke Investment Group, LLC since May 2021, and is not listed among the firm’s executive officers or direct owners.
Is Jake Gordon a financial advisor?
Yes. Jake Gordon has a current investment-adviser registration in New York and Texas, through Bespoke Investment Group since May 2021.
How many years of experience does Jake Gordon have?
Jake Gordon has 5 years in the financial industry, since May 2021, across 1 adviser firm.
What exams has Jake Gordon passed?
Jake Gordon passed the Series 65 in October 2019.
Where is Jake Gordon based?
Jake Gordon’s registered office is in Harrison, NY.
Is Jake Gordon registered with FINRA?
No. Jake Gordon has no current broker registration.
How can I verify Jake Gordon’s record?
Search CRD 7338467 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jake Gordon’s full registration record.