Jordan Gibbs (CRD# 5567629) is an Investment Advisor Representative working at Heritage Wealth Management, Inc. in San Diego, CA and has over 15 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.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Heritage Wealth Management, Inc. | San Diego, CA | Nov 2021 - Current | 2 |
| Heritage Wealth Management, Inc. | San Diego, CA | Jun 2009 - Current | 14 |
| The Kocen Financial Group, Inc. | San Diego, CA | Dec 2010 - May 2022 | 11 |
| Financial Goal Securities, Inc. | San Diego, CA | Dec 2010 - Nov 2021 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2011 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2008 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- TX
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Total Assets Under Management377MILLIONS
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Total Number of Accounts819ACCOUNTS
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Average Account Value$460,277
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
CA, TX
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