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.