Since co-founding Modern Wealth Management in 2023, Jason Gordo, president, has played a pivotal role in shaping the firm’s vision, mission and growth strategy. In this role, he has spearheaded Modern Wealth’s strategic acquisition strategy of high-growth RIAs across the country. In doing so, Gordo has led Modern Wealth to grow to 29 client-facing offices across 18 states with nearly 100 advisors. Since its inception in April 2023, the firm has surpassed $14.4 billion in client assets. Gordo’s experience and leadership in identifying, managing and executing successful M&A transactions has been pivotal to Modern Wealth’s monumental growth. Among the transactions Jason Gordo has led for Modern Wealth Management over the past 18 months, one of the most notable is the acquisition of Public Safety Financial/Galloway, a Mesa, Arizona-based RIA with approximately $1.1 billion in assets under management.