Jordan Gibbs, CFP, RFC

Jordan is the Founder and President of Heritage. He leads the company’s Investment Committee and drives critical investment decisions, and overall ﬁrm strategy.

Jordan has been serving clients in the ﬁnancial services industry for over 17 years. He enjoys helping his clients develop comprehensive retirement plans to reduce their taxes, manage their wealth and plan their estates. He is passionate about providing a holistic perspective to his clients to help them manage their entire net worth and not just their investments.

Jordan has a Bachelor’s Degree in Finance from Brigham Young University and is a Certiﬁed Financial Planner™ and a Registered Financial Consultant™. He holds the Uniform Investment Adviser Representative license (Series 65) and formerly held the FINRA General Securities representative (Series 7) and Uniform Securities Agent (Series 63) Licenses.

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Heritage Wealth Management, Inc. is a SEC Registered Investment Advisor. Heritage Wealth Management, Inc. may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered, have filed notice or are otherwise excluded or exempted from registration requirements. The purpose of this web site is for distributing information on products and services. Any communications with prospective clients residing in states or international jurisdictions where Heritage Wealth Management, Inc. and its representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements. Nothing on this web site should be construed as personalized investment advice, which can only be provided in one-on-one communications.

Jordan Gibbs, CFP, RFC

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