Jordan Gibbs, financial advisor San Diego CA
96 score

Jordan Gibbs

CRD Number: 5567629
Current Firm: The Kocen Financial Group, Inc.

Jordan Gibbs (CRD# 5567629) is an Investment Advisor Representative working at The Kocen Financial Group, Inc. in San Diego, CA and has over 8 years of experience in the finance industry. Jordan Gibbs has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
The Kocen Financial Group, Inc. San Diego, CA Dec 2010 - Current 6
Financial Goal Securities, Inc. San Diego, CA Dec 2010 - Current 6
Heritage Wealth Management, Inc. San Diego, CA Jun 2009 - Current 7
First Financial Advisors, LLC Orange Park, FL Jun 2008 - Dec 2010 2
Heritage Financial And Insurance Services, Inc. San Diego, CA Jul 2005 - Jun 2010 4
Brigham Young University Provo, UT Sep 2005 - Dec 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2011
S65 NASAA Investment Advisors Law Examination Sep 2008
Contact Info for Jordan L. Gibbs
Phone Number: 760-324-4015
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    129
    MILLIONS
  • Total Number of Accounts
    992
    ACCOUNTS
  • Average Account Value
    $129,635
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, MA, PA, TX, UT

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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