Jordan
Heller
Beacon Pointe Advisors, LLC
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About this Advisor
Jordan Heller is a certified financial planner and chartered financial analyst based in Summit, New Jersey who has 4 years of relevant experience. Heller works at Beacon Pointe Advisors, LLC. Over the course of their career, they have held roles at Beacon Pointe Wealth Advisors, LLC, Beacon Pointe Advisors, LLC, Beacon Pointe Insurance Services, LLC and Heller Wealth Advisors, LLC. Heller maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in New Jersey, New York and Texas. Beacon Pointe Advisors, LLC is a registered investment business operating out of Newport Beach, CA. It has offices in 26 locations and a total of 420 advisors. It handles $23 billion in assets between its 42,223 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 85 charitable organizations. Of its 42,223 accounts, 36% are associated with high-net-worth investors who have more than $1 million in assets. The company performs a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees for financial management usually vary depending on which services the firm provides the client. Fee types billed by Beacon Pointe Advisors, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Beacon Pointe Advisors, LLC Brokerage Details
$23,245,734,845
420
42,223
$550,547
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Jordan Heller Work History
Jordan has been registered as a financial advisor for 4 years.*
Beacon Pointe Advisors, LLC
Beacon Pointe Insurance Services, LLC
Beacon Pointe Wealth Advisors, LLC
Beacon Pointe Advisors, LLC
Heller Wealth Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jordan Heller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Beacon Pointe Advisors, LLC
Newport Beach, CA
Campbell, CA
Los Angeles, CA
Newport Beach, CA
Scottsdale, AZ
Draper, UT
Newport Beach, CA
Newport Beach, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
