Jason Gordon CPA/PFS, CFP®, MS (Taxation)
“Jason is a Certified Public Accountant (CPA), Personal Financial Specialist (PFS), Certified Financial Planner™ (CFP®), and has a Master of Accountancy in Taxation. He is a Series 7 General Securities Representative, Series 6 Investment Company Products/Variable Contracts Representative, and a Series 63 Uniform Securities Agent. Jason Gordon is part of Avantax by Cetera community, a distinct community within Cetera Wealth Services, LLC.. He is also a member of the New Jersey Society of Certified Public Accountants and the American Institute of Certified Public Accountants. Jason joined our team as a summer intern at the age of fifteen. He became a full-time member of our staff in 2011 and is now in his twentieth year with the firm. He was recognized as one of AdvisorHub’s 2026 400 Advisors to Watch (Under $1B), highlighting his commitment to serving clients and providing thoughtful financial guidance. Jason went to Brick Memorial High School, where he excelled in the classroom and on the baseball diamond. At the same time, Jason was accepted into the NJ Stars Program, which selected the top academic students in his class to attend junior college and also a state college for free. Jason attended Stockton University, where he graduated with a Bachelor’s Degree in Accounting. While attending Stockton, Jason was a winner of the New Jersey Society of CPAs Scholarship Fund for the Atlantic/Cape May Chapter. He also continued playing baseball and was the starting second baseman on the college’s team. After graduating from Stockton, Jason went on to complete his Master of Accountancy in Taxation degree from Rutgers Newark University.
When not working, Jason spends time with his wife Mary Kate and his sons Nolan and Gavin. He also enjoys playing golf and rooting for his two favorite teams: The New York Yankees and New York Giants.”
AdvisorHub's 400 Advisors to Watch (Under $1B) 2026 issued by AdvisorHub. Methodology, advisors are ranked on a 100-pt scale in three categories. SCALE: relative size of assets, production and quality of service; GROWTH: relative year-over-year change in assets, clients and production; PROFESSIONALISM: regulatory record, community involvement, mentorship and team makeup. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
