With more than 10 years of experience in the finance industry, Jamel Gordon is an accomplished professional with a reputation for helping high-net-worth clients identify their fiscal goals and achieve them through holistic financial planning.
Jamel’s focus is geared toward athletes, entertainers, retirees and entrepreneurs. As a member of the Board of Directors of the Sports Business and Leadership Association and an All Ohio AAU Team Sponsor, he has a passion for working with athletes and enabling them to plan wisely for the duration of their careers and through retirement.
Jamel takes a different approach to properly map out each investment and financial plan to suit his client’s specific needs with customized planning.
Jamel grew up in Cleveland, Ohio, and moved to South Florida in 2009. He became a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) because he finds the reward in helping families and individuals achieve their goals and prepare for the unexpected. He enjoys traveling around the world to meet new people and learn about different cultures, and finds great fulfilment in volunteering, specifically through organizations like United Way and Mission United.
Check the background of this investment professional on FINRA’s BrokerCheck.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Ohio State University - Bachelor of Science in Family Financial Planning
Life, Health and Variable Annuity License – State of Florida
Registered Representative of Raymond James Financial Services, Inc.
Series 7, 31, 63 and 66 Licenses
All Ohio Cleveland AAU - Sports Team Sponsor
Sports Business and Leadership Association – Board Member