Chief Investment Officer, Chief Compliance Officer and Managing Director · Heritage Wealth Advisors
John G. Jordan
CRD 2549281 · Named on Form ADV at one SEC-registered adviser
At a glance
Heritage Wealth Advisors, an SEC-registered wealth manager based in Richmond, VA with $4.9 billion in regulatory assets, lists John G. Jordan on its Form ADV as Chief Investment Officer, Chief Compliance Officer and Managing Director, a control person.
Firms and roles
- Heritage Wealth AdvisorsChief Investment Officer, Chief Compliance Officer and Managing DirectorWealth manager · Richmond, VA · $4.9B in regulatory assets
AtlasMembers
John’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2001 (25 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
John’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (7)
- Delores A. RemoChief Executive Officer and Managing Director, Heritage Wealth Advisors
- Charles T. HillChief Financial Officer and Senior Wealth Advisor, Heritage Wealth Advisors
- Marshall O. ChambersDirector of Client Strategy and Development, Heritage Wealth Advisors
- Caroline E. BaronianManaging Director of Investments, Heritage Wealth Advisors
- Sarah C. SimmerManaging Director of Client Experience, Heritage Wealth Advisors
2 more people named with John on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.