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Jeffrey Gordon, portrait

Jeffrey Gordon

Partner at Slocum Gordon & Co in Newport, RI

Investment adviser registrationUpdated

Jeffrey Gordon is Partner of Slocum Gordon & Co LLP, an investment adviser managing $219M, and works from its Newport, RI office. Jeffrey Gordon has been registered as an investment adviser representative through Slocum Gordon & Co since 18 October 2005 and has 31 years in the industry across 1 firm.

31
Years in industry
21
Years at firm
1
Adviser firms
2
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Jeffrey Gordon has been Partner of Slocum Gordon & Co since November 1978, is a control person of the firm and directly owns between 50% and 75% of it. Jeffrey Gordon holds a BA from The Johns Hopkins University.

Slocum Gordon & Co LLP is a Newport, RI firm with $219M under management, 131 clients and 2 advisers in one office, as of its February 2026 filing.

Jeffrey L. Gordon is Managing Partner of Slocum, Gordon & Co. LLP. His career began at the Old Colony Trust Division of the First National Bank of Boston. He later joined White, Weld & Co., where he managed individual and endowment portfolios. He and his partner, John J. Slocum, Jr., formed Slocum, Gordon & Co. LLP in 1978, and with 50 years of investment management experience he now serves as portfolio manager and managing partner.

  1. – present · 21 years
    Newport, RI · Adviser representative · Firm CRD 104929
  2. – · 9 years
    Newport, RI · Adviser representative · Firm CRD 104929

Credentials and registrations

Investment adviser representative registrations

Jeffrey Gordon is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from October 2005; the most recent is Texas, in April 2015.

  • Rhode IslandSince 18 October 2005
  • TexasResidentSince 15 April 2015

Examinations

No examinations are on Jeffrey Gordon’s record.

Key facts

Full name
Jeffrey L. Gordon
CRD
4346932
Firm
Slocum Gordon & Co · CRD 104929
Role
Partner
Office
39 MILL STREET, Newport, RI 02840
Registration
Investment adviser registration
In the industry since
October 1995
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Jeffrey Gordon work?

Jeffrey Gordon has been Partner of Slocum Gordon & Co LLP since November 1978, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 5 February 2026

Is Jeffrey Gordon a financial advisor?

Yes. Jeffrey Gordon has a current investment-adviser registration in Rhode Island and Texas, through Slocum Gordon & Co since October 2005.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Jeffrey Gordon have?

Jeffrey Gordon has 31 years in the financial industry, since October 1995, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

Where is Jeffrey Gordon based?

Jeffrey Gordon’s registered office is in Newport, RI.

Source: IAPD individual record, checked 22 October 2026

Is Jeffrey Gordon registered with FINRA?

No. Jeffrey Gordon has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Jeffrey Gordon’s record?

Search CRD 4346932 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Gordon’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Slocum Gordon & Co

Sources

  1. IAPD individual record, CRD 4346932, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Slocum Gordon & Co LLP, filed 5 February 2026. Title, control and ownership bands.
  3. Slocum Gordon & Co team page. Biography, education, credentials, awards and the portrait, reproduced for identification.