JL
Jordan Lamarr Gibbs
CRD 5567629
Certified Financial Planner
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Heritage Wealth Management, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Heritage Wealth Management, Inc.
Trustee Of Jordan And Jessica Gibbs Family Trust March 31, 2015 · 50% – 75% · Jul 2024
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Heritage Wealth Management, Inc.
President · Less than 5% · Jul 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗