Jamel Gordon has 10 years of experience in the finance industry. He specializes in working with high-net-worth families and individuals, entrepreneurs and athletes on estate planning, business succession planning and investment strategies.
He is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 7, 31, 63 and 66 licenses and the Life, Health, Variable Annuity license.
Gordon brings his clients a thoughtful and comprehensive approach to achieving their estate planning, wealth protection and legacy building goals.
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™ and federally registered 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
Certified Financial Planner
Life, Health and Variable Annuity License – State of Florida
Registered Representative of Raymond James Financial Services, Inc.
South Florida Sports Lawyers Association