Inactive

Jake Louis Gordon

Bespoke Investment Group, LLC

CRD 7338467

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Employer firm

Bespoke Investment Group, LLC CRD 144080

$101M regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)
Periodicals / newsletters

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

Current Employers

Bespoke Investment Group, Llc

105 Calvert St., Suite 100, Harrison, NY 10528 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-05-26
TX	RA	APPROVED	2021-05-26

NY RA
APPROVED

Since 2021-05-26
TX RA
APPROVED

Since 2021-05-26

Branch Locations

105 Calvert St., Suite 100, Harrison, NY 10528 • 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

Organization	City	State	From	To
Student/Unemployed	Stratford	CT	02/2011	08/2018
Bespoke Investment Group	Harrison	NY	08/2018	Present
Bespoke Investment Group, Llc	Harrison	NY	10/2019	Present

02/2011 → 08/2018

Student/Unemployed

Stratford, CT
08/2018 → Present

Bespoke Investment Group

Harrison, NY
10/2019 → Present

Bespoke Investment Group, Llc

Harrison, NY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-10-25

S65 Uniform Investment Adviser Law Examination

2019-10-25

View on SEC IAPD

Nearby Firms

LIGHTEDWAY ADVISORY SERVICES, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CETERA INVESTMENT ADVISERS LLC

Nearby Investors

JONATHAN MICHAEL RUSSO

JOHN KEVIN BRIGANTI

Nearby Offices

LIGHTEDWAY ADVISORY SERVICES, INC. · HARRISON, NY

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Harrison, NY

CETERA INVESTMENT ADVISERS LLC · HARRISON, NY

More in Harrison, NY

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