Dana Gordon

Employer firm

Joseph Wealth Management, LLC CRD 309996

$17.6M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 06/2016 → 09/2016
  The O.N. Equity Sales Company
  Cincinnati, OH
• 06/2016 → 09/2016
  Ohio National Financial Services
  Cincinnati, OH
• 10/2016 → 07/2025
  New York Life Ins Co
  Atlanta, GA
• 11/2016 → 07/2025
  Nylife Securities Llc
  Atlanta, GA
• 05/2016 → 09/2016
  Commonweatlh Of Atlanta
  Atlanta, GA
• 11/2017 → 07/2025
  Eagle Strategies Llc
  Marietta, GA
• 03/2026 → Present
  Joseph Wealth Management, Llc
  Marietta, GA
• 07/2025 → 03/2026
  Unemployed
  Marietta, GA
• 03/2026 → Present
  Joseph Eden Capital, Llc
  Forest Park, IL

Previous Registrations

• 2017-12-06 → 2025-07-22
  Eagle Strategies Llc
  Marietta, GA
  Atlanta, GA
  Alpharetta, GA
• 2010-09-22 → 2016-05-26
  Eagle Strategies Llc
  Atlanta, GA
• 2003-05-08 → 2008-07-30
  Truist Investment Services, Inc.
  Atlanta, GA
  Atlanta, GA
• 2005-02-24 → 2007-01-10
  Truist Securities, Inc.
  Atlanta, GA
  Atlanta, GA

Other Businesses

1) Renewal Commissions; Receive renewal commissions from brokering insurance products; 1264 Emma Jean Pl, Marietta, GA 30064; Start Date 03/2021; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 0 hours per month during securities trading hours. 2) Dogzmania, Not Investment-related. 1264 Emma Jean Place, Marietta, GA 30064, Nature of business: Online Sales of Dog Products, Position: Owner, Start date-5/9/25, 3 hours worked per month; 0 hours during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-03-20
• S63 Uniform Securities Agent State Law Examination
  1993-08-16

Other Names

• Dana Lynton Gordon