President · Heritage Wealth Management, Inc.
Jordan L. Gibbs
CRD 5567629 · 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 Jordan L. Gibbs on its Form ADV as President, a control person.
Firms and roles
- Heritage Wealth Management, Inc.PresidentWealth manager · SAN Diego, CA · $643M in regulatory assets
AtlasMembers
Jordan’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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- Each firm’s assets and growth
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Colleagues named on the same filings
- Ryan K. GibbsChief Compliance Officer, 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 Jordan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.