Jordan L. Gibbs

HERITAGE WEALTH MANAGEMENT

San Diego, CA 92127

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CRD#: 5567629

Professional summary

Jordan Lamarr Gibbs, CFP® is a registered financial advisor currently at HERITAGE WEALTH MANAGEMENT, INC. located in San Diego, California.

Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jordan has worked at 4 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Lamarr Gibbs's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

November 23, 2021 - Present

HERITAGE WEALTH MANAGEMENT, INC.

Office #1: 11440 W. Bernardo Ct. Ste 390, San Diego, CA 92127

RIA

CRD#: 316956

San Diego, CA

Past

January 5, 2011 - November 17, 2021

FINANCIAL GOAL SECURITIES, INC.

CRD#: 19066

SAN DIEGO, CA

Past

December 7, 2010 - November 16, 2022

THE KOCEN FINANCIAL GROUP, INC.

RIA

CRD#: 112129

SAN DIEGO, CA

Past

September 3, 2008 - January 24, 2012

FIRST FINANCIAL ADVISORS, LLC

RIA

CRD#: 134897

SAN DIEGO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HERITAGE WEALTH MANAGEMENT, INC.

CRD#: 316956 / SEC#: 801-122719

RIA

Registered Investment Advisory firm - (11/19/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(11/23/2021)

IAR

Texas
(4/11/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 1/10/2011

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/2/2008

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/4/2011

General Securities Representative Examination

Current Firm

HERITAGE WEALTH MANAGEMENT, INC.

CRD#: 316956 / SEC#: 801-122719

RIA

Registered Investment Advisory firm - (11/19/2021 Approved)

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Contact information

Main Address

11440 W. Bernardo Ct. Ste 390, San Diego, CA 92127

Mailing Address

Phone number

(858) 613-9191

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HERITAGE WEALTH MANAGEMENT, INC. - FORM ADV PART 2A (3/12/2025)

Regulatory assets under management

Total Number of Accounts	978
AUM (Assets Under Management)	$ 491,221,951

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jordan L. Gibbs

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Lamarr Gibbs's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINANCIAL GOAL SECURITIES, INC.

THE KOCEN FINANCIAL GROUP, INC.

FIRST FINANCIAL ADVISORS, LLC

Primary Firm SEC Registration

HERITAGE WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 1/10/2011

Series 65

Date: 9/2/2008

SIE

Date: 10/1/2018

Series 7

Date: 1/4/2011

Current Firm

HERITAGE WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HERITAGE WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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