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Consulting Group
500 108th Avenue NE
Suite 1900
Bellevue, WA 98004
Suite 1900
Bellevue, WA 98004
tel: 425-453-5800
toll free: 800-328-2802
fax: 425-453-5802
toll free: 800-328-2802
fax: 425-453-5802
Group Details
Jim Gordon, CIMA®, CPWASM
First Vice President - Wealth Management
Senior Investment Management Consultant
Financial Planning Specialist
Senior Investment Management Consultant
Financial Planning Specialist
tel: 425-451-3327
toll free: 800-328-2802
fax: 425-453-5802
Professional Details
- MBA - Finance
Stanford University - Bachelor of Science - Engineering
Boston University
Boston, MA - Chartered Private Wealth AdvisorSM
University of Chicago School of Business
Chicago, IL - Certified Investment Management AnalystSM
The Wharton School
University of Pennsylvania - Member of Investment Management Consultants Association since 1996
- Series 7 - General Securities Representative
Series 63 - Uniform State Exam
Series 65 - Investment Advisory Agent
Series 3 - National Commodity Futures - Life, Annuity and Disability Insurance Licensed
- President's Council - Smith Barney (2007)
Jim Gordon
Jim Gordon, CIMA®, CPWASM is licensed in the following state(s): AK, AZ, CA, DC, FL, IL, MA, ME, NH, NV, NY, OR, PA, TX, VA, VT, WA, WI
Christopher Ahearn
Second Vice President - Wealth Management
Financial Planning Specialist
Financial Planning Specialist
tel: 425-453-7237
toll free: 800-328-2802
fax: 425-453-5802
Professional Details
- Bachelor of Science - Government
United States Coast Guard Academy
New London, CT - United States Naval Academy Preparatory School (NAPS)
Newport, RI - Financial Planning Specialist Designation
- Member of Financial Planning Association since 2008
- Series 7 - General Securities Representative
- Series 31 - Managed Futures & Commodities
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
- Life, Annuity and Disability Insurance Licensed
- Blue Chip Council - Smith Barney (2008)
Christopher Ahearn is licensed in the following state(s): AK, AL, AZ, CA, DC, FL, IL, NH, NV, NY, OR, PA, TX, WA
Viyana Vilayphone-Kwak, CFP®
Registered Associate
tel: 425-453-5809
fax: 425-453-5802
Professional Details
- Series 7 - General Securities Representative
- Series 63 - Uniform State Exam
- Series 66 - Combined Investment Advisory Agent & Uniform State Exam
- Life, Annuity and Disability Insurance Licensed
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.
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