Trustee of Jordan and Jessica Gibbs Family Trust March 31, 2015 · Heritage Wealth Management, Inc.
Jessica M. Gibbs
CRD 6339649 · Named on Form ADV at one SEC-registered adviser
At a glance
Heritage Wealth Management, Inc., an SEC-registered wealth manager based in SAN Diego, CA with $643 million in regulatory assets, lists Jessica M. Gibbs on its Form ADV as Trustee of Jordan and Jessica Gibbs Family Trust March 31, 2015, a control person.
Firms and roles
- Heritage Wealth Management, Inc.Trustee of Jordan and Jessica Gibbs Family Trust March 31, 2015Wealth manager · SAN Diego, CA · $643M in regulatory assets
AtlasMembers
Jessica’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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Colleagues named on the same filings
- Ryan K. GibbsChief Compliance Officer, Heritage Wealth Management, Inc.
- Jordan L. GibbsPresident, Heritage Wealth Management, Inc.
- Gregory R. DavisPartner, Heritage Wealth Management, Inc.
- Daniel J. ShainbergChief Investment Officer, Heritage Wealth Management, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jessica’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.