Jason Gordo has been President of Modern Wealth Management since December 2022, is a control person of the firm and directly owns under 5% of it. Jason Gordo holds a Master's degree in organizational leadership from Gonzaga University.
Modern Wealth Management, LLC is a Kansas City, MO firm with $10.9B under management, 11,934 clients and 102 advisers across 23 offices, as of its July 2026 filing.
Jason Gordo is President and co-founder of Modern Wealth Management, based in Monterey, CA. Before joining the founding team he was a Managing Director at Goldman Sachs Personal Financial Management, where he was Head of Advisor Growth. He was part of the team that scaled and sold United Capital to Goldman Sachs, where he held positions including Head of Office and Head of FinLife Partners. Before United Capital, he co-founded Valley Wealth, Inc.
Jason Gordo’s longest registration was 8 years at Goldman Sachs Personal Financial Management (2014–2022). Before joining Modern Wealth Management in 2023, Jason Gordo was registered through Goldman Sachs Personal Financial Management and Valley Wealth, Inc.
- – present · 3 yearsMonterey, CA · Adviser representative · Firm CRD 324624
- Goldman Sachs Personal Financial Management– · 8 yearsModesto, CA · Adviser representative · Firm CRD 134600
- Valley Wealth, Inc.– · 6 yearsModesto, CA · Adviser representative · Firm CRD 146324
- Citigroup Global Markets Inc.– · 6 yearsModesto, CA · Adviser representative · Firm CRD 7059
Investment adviser representative registrations
Jason Gordo is registered as an investment adviser representative in California, since April 2023.
- CaliforniaSince 18 April 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 August 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 August 2001 |
| Series 7 | General Securities Representative Examination | 19 July 2001 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jason Michael Gordo
- CRD
- 4350600
- Firm
- Modern Wealth Management · CRD 324624
- Role
- President
- Office
- 546 HARTNELL ST, SUITE F, Monterey, CA 93940
- Registration
- Investment adviser registration
- In the industry since
- March 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- modwm.com
Where does Jason Gordo work?
Jason Gordo has been President of Modern Wealth Management, LLC since December 2022, and is a control person of the firm.
Is Jason Gordo a financial advisor?
Yes. Jason Gordo has a current investment-adviser registration in California, through Modern Wealth Management since April 2023.
How many years of experience does Jason Gordo have?
Jason Gordo has 24 years in the financial industry, since March 2002, across 4 adviser firms.
What exams has Jason Gordo passed?
Jason Gordo has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in July 2001.
Where did Jason Gordo work before Modern Wealth Management?
Before Modern Wealth Management, Jason Gordo was registered through Goldman Sachs Personal Financial Management, August 2014 to December 2022; Valley Wealth, Inc., March 2008 to December 2014; Citigroup Global Markets Inc., October 2001 to March 2008.
Where is Jason Gordo based?
Jason Gordo’s registered office is in Monterey, CA.
Is Jason Gordo registered with FINRA?
No. Jason Gordo has no current broker registration.
How can I verify Jason Gordo’s record?
Search CRD 4350600 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Gordo’s full registration record.
