Bennett Gordon

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2011 → 11/2016
  Wells Fargo Advisors, Llc
  Boca Raton, FL
• 11/2016 → 04/2024
  Wells Fargo Clearing Services, Llc
  Boca Raton, FL
• 04/2024 → Present
  Wells Fargo Advisors Financial Network, Llc
  Boca Raton, FL

Previous Registrations

• 2011-11-18 → 2024-04-08
  Wells Fargo Clearing Services, Llc
  Boca Raton, FL
  West Palm Beach, FL
  Boca Raton, FL
  West Palm Beach, FL
  Boca Raton, FL
  Boca Raton, FL
• 2006-05-02 → 2011-11-18
  Oppenheimer & Co. Inc.
  Boca Raton, FL
• 2001-04-03 → 2006-05-08
  Charles Schwab & Co., Inc.
  Plantation, FL
  Plantation, FL

Other Businesses

MJMEH LLC; INV RELATED; BOCA RATON, FL; 100% OWNERSHIP; START 09/01/2023; 20 HOURS PER MONTH; 5 HOURS DURING TRADING; FINET TRANSITION.| MGR WEALTH MANAGEMENT GROUP LLC, INV RELATED, 33.33% OWNERSHIP, START 9/1/2023, 160 HOURS PER MONTH, 140 HOURS DURING TRADING, FINET PRACTICE.| NEXUS CONTINUITY PARTNERSL LLC; INV RELATED; BOCA RATON, FL; HEALTH, DIABILITY, & PROPERTY AND CASUALTY; 50% OWNERSHIP; START DATE 05/01/2026; 5 HOURS PER MONTH; 5 HOURS DURING TRADING| NEXUS CONTINUITY TAXL LLC; INV RELATED; BOCA RATON, FL; TAX PREPARATION; 50% OWNERSHIP; START DATE 05/01/2026; 5 HOURS PER MONTH; 5 HOURS DURING TRADING|

Exams

• S66 Uniform Combined State Law Examination
  1997-11-18

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Bennett J Gordon
• Bennett Jay Gordon