Jeff T. Erdman is an Independent Financial Advisor at Gordon Financial Advisory Services, LLC.
He is responsible for creating and managing customized wealth management programs for our clients and examines investment portfolios with an emphasis on technical analysis. Jeff also observes the macro economic perspective of the markets and reviews its relationship to a client's long term goals. This process assists in monitoring a client's portfolio for proper asset allocation and diversification in accordance with a client's financial plan. Jeff holds a Series 7 and 65 securities registration.
Mr. Erdman is a 1985 graduate of Wayne State University where he earned a Bachelor of Science Degree. He has worked in the financial industry since 1999, first at PaineWebber (now UBS) and then Citigroup SmithBarney (now Morgan Stanley Smith Barney). He is a member of The Troy Chamber, the Royal Oak Chamber, Automation Alley and the Detroit Regional Chamber.