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Jeffrey Andrew Gordon

Steigerwald, Gordon & Koch - Wealth Advisors

Leesburg, VA

CRD 2790564

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Employer firm

Steigerwald, Gordon & Koch - Wealth Advisors CRD 111685

$1.32B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Steigerwald, Gordon & Koch - Wealth Advisors

893-A Harrison Street, S.E., Leesburg, VA 20175 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2010-01-14
VA RA APPROVED 2003-02-05
  • TX RA
    APPROVED
    Since 2010-01-14
  • VA RA
    APPROVED
    Since 2003-02-05

Branch Locations

891-A Harrison Street, S.E., Leesburg, VA 20175 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Steigerwald, Gordon & Koch - Wealth Advisors Leesburg VA 11/2002 Present
Other Businesses

SGK REAL ESTATE INVESTMENTS, LLC 891-A HARRISON STREET, S.E. LEESBURG, VA 20175 THE PURPOSE OF THE COMPANY WAS TO PURCHASE THE BUILDING STEIGERWALD, GORDON & KOCH INC. OFFICES ARE LOCATED. SGK REAL ESTATE INVESTMENTS, LLC WAS FORMED FEBRUARY 17, 2015 BY JOHN STEIGERWALD, JEFFREY GORDON & DARREN KOCH. ALL ARE PARTNERS AND SPEND 1 HOUR AS MANAGEMENT.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-06-26
S63 Uniform Securities Agent State Law Examination 1997-06-23
  • S65 Uniform Investment Adviser Law Examination
    2000-06-26
  • S63 Uniform Securities Agent State Law Examination
    1997-06-23
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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