Jordan Lamarr Gibbs
Investment adviser representative at Heritage Wealth Management, Inc.
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$643.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Heritage Wealth Management, Inc.Jun 2009 to now
- The Kocen Financial Group, Inc.Dec 2010 to May 2022
- Financial Goal Securities, Inc.Dec 2010 to Nov 2021
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Heritage Wealth Management, Inc.
$643.4MAssets managed
235Clients
6Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5567629
- Firm CRD
- 316956