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Jay Gordon, Financial Advisor serving the Westborough, MA area - Ameriprise Advisors

Jay Gordon


Financial Advisor

Associate Vice President
South Shore Wealth Management
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 3 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investment Management
  • Insurance
  • Business Retirement Plans


  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • Securities Licences: Series 7, 31, 66 Insurance Licenses: Life, Accident, Health


  • Brandeis University, Bachelor of Arts, 1987

Awards & recognition

  • South Shore Wealth Management, Ameriprise Client Experience Award, 2023

Professional associations

  • Business Networking International (BNI)

Previous experience

  • Associate Vice President and Financial Advisor at Morgan Stanley, Wellesley, MA, 2001-2017

Community participation

* BNI Metrowest Networkers: The mission of BNI (Business Networkers International) is to help members increase their business through a structured, positive and professional referral marketing program that enables them to develop long-term, meaningful relationships with quality business professionals. I am proud to be a member of this organization since 2007, and have served as Chapter President, Vice President, Membership Committee, and Education Coordinator.

* Hebrew Senior Life: I serve as a "Friendly Visitor" to residents of the HSL Memory Care facility at Newbridge on the Charles, in Dedham, MA.


  • (Formerly Long-Suffering) Red Sox Fan
  • Collecting Elvis Music
  • Geneaology
  • Gardening
  • Guitar
  • US History