John
Jordan
Heritage Wealth Advisors
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About this Advisor
John Jordan is a chartered financial analyst who works out of Richmond, Virginia with 11 years of industry experience. Jordan is an employee of Heritage Wealth Advisors. They have spent all of their employment at Heritage Wealth Advisors. Jordan holds a Series 65 license, qualifying them as an investment advisor representative, and can advise clients in Virginia. Heritage Wealth Advisors is a business operating out of Richmond, VA. The firm has a total of 30 employees. It controls $3 billion in total assets among its 1,345 client accounts, making it one of the largest firms in the nation by assets under management. The firm provides services to 15 charities and foundations. Of its 1,345 customer accounts, 57% are associated with high-net-worth investors who have greater than $1 million in assets. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and other services. A financial advisor's fees usually vary depending on which services the firm provides the client. Fee types billed by Heritage Wealth Advisors likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Heritage Wealth Advisors Brokerage Details
$3,081,765,406
30
1,345
$2,291,275
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Other
John Jordan Work History
John has been registered as a financial advisor for 11 years.*
Heritage Wealth Advisors
*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 John Jordan 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 Heritage Wealth Advisors
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
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